Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.04M 0.03%
78,450
527
$2.03M 0.03%
39,382
528
$2.02M 0.03%
38,930
-100
529
$2.02M 0.03%
200,283
530
$2.02M 0.03%
55,200
+5,600
531
$2.01M 0.03%
124,430
+7,485
532
$2M 0.03%
52,400
533
$2M 0.03%
60,800
534
$2M 0.03%
34,240
-1,250
535
$2M 0.03%
24,396
-100
536
$1.99M 0.03%
38,200
+760
537
$1.99M 0.03%
56,280
538
$1.98M 0.03%
125,883
539
$1.97M 0.03%
39,364
540
$1.96M 0.03%
31,200
+22,500
541
$1.95M 0.03%
16,480
+1,380
542
$1.94M 0.03%
16,991
543
$1.94M 0.03%
38,510
544
$1.93M 0.03%
26,130
-810
545
$1.92M 0.03%
37,300
-5,000
546
$1.91M 0.03%
52,920
+8,760
547
$1.91M 0.03%
59,403
548
$1.91M 0.03%
40,492
549
$1.9M 0.03%
30,600
550
$1.88M 0.03%
48,020
+3,100
20 21
22
23 24