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
651
$1.3M 0.02%
+35,400
652
$1.29M 0.02%
52,237
+5,000
653
$1.28M 0.02%
84,700
654
$1.28M 0.02%
43,478
-42,100
655
$1.28M 0.02%
1,600
656
$1.28M 0.02%
44,080
-4,900
657
$1.27M 0.02%
24,430
-10,400
658
$1.27M 0.02%
104,900
659
$1.26M 0.02%
58,125
-3,800
660
$1.26M 0.02%
4,614
661
$1.25M 0.02%
66,060
-13,300
662
$1.25M 0.02%
68,207
-116,600
663
$1.24M 0.02%
18,433
-15,028
664
$1.23M 0.02%
63,700
+10,000
665
$1.23M 0.02%
48,600
666
$1.22M 0.02%
74,140
-700
667
$1.21M 0.02%
42,800
668
$1.21M 0.02%
30,789
+9,168
669
$1.21M 0.02%
35,340
-2,100
670
$1.21M 0.02%
38,841
671
$1.2M 0.02%
12,900
+2,900
672
$1.19M 0.02%
55,167
-26,800
673
$1.19M 0.02%
33,950
-23,600
674
$1.18M 0.02%
27,500
-5,000
675
$1.17M 0.02%
10,700
25 26
27
28 29