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
$16.9B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,100
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$44.7M
3
+$41.1M
4
VZ icon
Verizon
VZ
+$40.3M
5
CSCO icon
Cisco
CSCO
+$30.5M

Top Sells

1
+$74.5M
2
+$47.6M
3
+$46.5M
4
FTAI icon
FTAI Aviation
FTAI
+$31.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M

Sector Composition

1 Technology 29.41%
2 Financials 11.91%
3 Healthcare 11.32%
4 Communication Services 9.72%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.39M 0.01%
42,460
+37,750
627
$2.38M 0.01%
24,851
-3,048
628
$2.37M 0.01%
85,082
-20,784
629
$2.37M 0.01%
35,974
-5,192
630
$2.36M 0.01%
16,565
+13
631
$2.35M 0.01%
7,959
-1,130
632
$2.35M 0.01%
45,000
633
$2.32M 0.01%
91,490
+8,297
634
$2.31M 0.01%
11,973
-686
635
$2.3M 0.01%
27,416
-5,133
636
$2.29M 0.01%
32,838
-7,769
637
$2.27M 0.01%
26,230
-3,300
638
$2.27M 0.01%
19,390
+19
639
$2.27M 0.01%
31,077
-3,852
640
$2.26M 0.01%
24,924
-14,800
641
$2.26M 0.01%
150,250
642
$2.26M 0.01%
73,100
-58,400
643
$2.25M 0.01%
123,920
-45,417
644
$2.25M 0.01%
63,095
-431
645
$2.24M 0.01%
27,764
-11,200
646
$2.24M 0.01%
26,731
+145
647
$2.22M 0.01%
7,675
-200
648
$2.22M 0.01%
200,235
-107
649
$2.2M 0.01%
77,094
-16,841
650
$2.19M 0.01%
13,001
+123
24 25
26
27 28