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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.3M 0.02%
49,308
+8,440
727
$1.3M 0.02%
75,042
728
$1.3M 0.02%
31,540
729
$1.3M 0.02%
22,610
-500
730
$1.3M 0.02%
33,985
-20,950
731
$1.29M 0.02%
54,330
732
$1.29M 0.02%
34,600
+200
733
$1.29M 0.02%
30,030
+150
734
$1.29M 0.02%
16,020
-50
735
$1.29M 0.02%
26,400
736
$1.29M 0.02%
19,000
-700
737
$1.28M 0.02%
26,360
738
$1.28M 0.02%
49,200
-11,600
739
$1.27M 0.01%
13,500
-2,000
740
$1.27M 0.01%
32,490
-13,200
741
$1.27M 0.01%
14,810
-1,000
742
$1.26M 0.01%
54,480
+19,200
743
$1.26M 0.01%
283,250
+98,410
744
$1.26M 0.01%
37,790
-900
745
$1.26M 0.01%
38,180
746
$1.25M 0.01%
15,130
747
$1.25M 0.01%
114,149
+1,500
748
$1.25M 0.01%
67,285
+10,389
749
$1.25M 0.01%
1,064
-17
750
$1.24M 0.01%
28,800
28 29
30
31 32