Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.75M 0.02%
61,500
-1,500
602
$1.75M 0.02%
69,350
603
$1.75M 0.02%
4,187
+352
604
$1.73M 0.02%
31,400
-100
605
$1.73M 0.02%
36,500
-2,500
606
$1.72M 0.02%
26,120
+3,200
607
$1.72M 0.02%
18,320
608
$1.71M 0.02%
21,927
609
$1.7M 0.02%
24,193
610
$1.69M 0.02%
124,360
611
$1.68M 0.02%
60,092
+1,060
612
$1.68M 0.02%
47,061
+7,100
613
$1.68M 0.02%
40,430
614
$1.67M 0.02%
62,800
615
$1.67M 0.02%
47,714
-3,600
616
$1.67M 0.02%
54,367
-1,000
617
$1.67M 0.02%
48,800
-17,070
618
$1.66M 0.02%
49,600
619
$1.65M 0.02%
56,200
+3,000
620
$1.65M 0.02%
43,630
+2,000
621
$1.64M 0.02%
40,292
622
$1.62M 0.02%
34,220
-1,300
623
$1.62M 0.02%
36,930
-600
624
$1.61M 0.02%
36,162
+9,400
625
$1.6M 0.02%
41,400
-19,000
23 24
25
26 27