Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1 +$64.7M
2 +$26.2M
3 +$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1 +$40.3M
2 +$35.2M
3 +$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1.65M 0.02%
85,040
+44,740
677
$1.64M 0.02%
37,635
-64
678
$1.63M 0.02%
42,636
-2,685
679
$1.62M 0.02%
74,479
-2,928
680
$1.62M 0.02%
82,750
681
$1.6M 0.02%
94,825
+38,725
682
$1.59M 0.02%
1,600
683
$1.58M 0.02%
38,296
+6,556
684
$1.57M 0.02%
54,200
+5,300
685
$1.57M 0.02%
7,800
686
$1.57M 0.02%
66,284
+9,969
687
$1.57M 0.02%
800
688
$1.57M 0.02%
64,170
+12,800
689
$1.56M 0.02%
74,610
+7,410
690
$1.56M 0.02%
41,040
-850
691
$1.56M 0.02%
20,400
-75
692
$1.56M 0.02%
48,550
-2,700
693
$1.55M 0.02%
130,300
694
$1.54M 0.02%
15,300
+100
695
$1.54M 0.02%
13,770
-3,100
696
$1.54M 0.02%
24,025
697
$1.53M 0.01%
43,520
-154
698
$1.53M 0.01%
60,000
+14,500
699
$1.53M 0.01%
8,430
+50
700
$1.53M 0.01%
55,119
-2,252