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
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.9M 0.42%
873,075
-10,100
52
$29.9M 0.42%
714,869
-2,600
53
$29.6M 0.42%
232,676
-850
54
$29.2M 0.41%
1,813,618
-4,624
55
$28.4M 0.4%
154,698
-23,836
56
$27.3M 0.38%
307,332
-3,881
57
$26.9M 0.38%
283,632
-15,080
58
$26.4M 0.37%
269,045
+8,400
59
$26M 0.36%
545,713
-100
60
$25.5M 0.36%
338,499
-7,700
61
$24.3M 0.34%
1,017,446
-238
62
$24M 0.34%
325,134
-5,400
63
$23.6M 0.33%
363,868
+39,000
64
$23.3M 0.33%
246,042
-2,100
65
$23.1M 0.32%
19,980
-400
66
$23.1M 0.32%
338,232
+3,791
67
$23M 0.32%
372,007
+13,200
68
$22.9M 0.32%
551,736
-1,500
69
$22.4M 0.31%
653,006
70
$22.3M 0.31%
762,896
+6,000
71
$22.3M 0.31%
177,856
-600
72
$22.3M 0.31%
198,086
-800
73
$22.2M 0.31%
498,208
-800
74
$21.8M 0.31%
334,450
-600
75
$21.5M 0.3%
405,712
-6,100
1 2
3
4 5