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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.91M 0.02%
110,253
+20,000
602
$1.9M 0.02%
29,320
603
$1.9M 0.02%
67,461
-1,347
604
$1.9M 0.02%
64,800
-8,170
605
$1.89M 0.02%
53,960
-7,550
606
$1.88M 0.02%
24,020
607
$1.88M 0.02%
48,250
+300
608
$1.87M 0.02%
24,875
609
$1.86M 0.02%
23,860
-140
610
$1.85M 0.02%
27,720
611
$1.85M 0.02%
17,000
+10,000
612
$1.84M 0.02%
82,290
+150
613
$1.84M 0.02%
40,499
+1,954
614
$1.82M 0.02%
10,580
-30
615
$1.82M 0.02%
24,650
616
$1.82M 0.02%
38,298
-1,260
617
$1.81M 0.02%
23,748
-1,600
618
$1.81M 0.02%
9,970
+4,870
619
$1.81M 0.02%
17,577
+3,579
620
$1.8M 0.02%
60,580
-1,420
621
$1.8M 0.02%
24,100
622
$1.8M 0.02%
24,210
+100
623
$1.8M 0.02%
27,770
-12,288
624
$1.79M 0.02%
52,470
+200
625
$1.77M 0.02%
27,600
-2,820
23 24
25
26 27