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
701
$1.1M 0.02%
54,330
702
$1.1M 0.02%
22,700
703
$1.09M 0.02%
27,870
704
$1.08M 0.02%
36,730
705
$1.08M 0.02%
19,300
+10,000
706
$1.07M 0.02%
16,882
-1,300
707
$1.07M 0.02%
25,150
708
$1.07M 0.02%
80,769
-1
709
$1.06M 0.02%
42,400
710
$1.06M 0.02%
16,550
-1,450
711
$1.06M 0.02%
13,491
-278
712
$1.06M 0.02%
36,324
-57,792
713
$1.06M 0.02%
24,120
+4,600
714
$1.06M 0.02%
17,020
+5,000
715
$1.06M 0.02%
73,734
716
$1.05M 0.02%
+30,420
717
$1.05M 0.02%
23,700
-17,800
718
$1.04M 0.02%
20,341
+4,600
719
$1.04M 0.02%
6,856
-1,960
720
$1.04M 0.02%
23,500
721
$1.03M 0.02%
20,000
722
$1.03M 0.02%
22,598
+14,003
723
$1.03M 0.02%
47,800
724
$1.03M 0.02%
36,835
725
$1.02M 0.02%
31,300
27 28
29
30 31