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
$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 17.48%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.83%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.41M 0.01%
62,200
+13,800
727
$1.41M 0.01%
13,195
+3,215
728
$1.4M 0.01%
12,800
+300
729
$1.4M 0.01%
47,700
+2,500
730
$1.4M 0.01%
53,125
731
$1.39M 0.01%
15,137
-4,500
732
$1.39M 0.01%
48,486
733
$1.38M 0.01%
500
+300
734
$1.38M 0.01%
48,800
+48,400
735
$1.38M 0.01%
23,850
+2,600
736
$1.38M 0.01%
33,050
+2,300
737
$1.37M 0.01%
24,600
738
$1.36M 0.01%
20,580
739
$1.36M 0.01%
3,000
740
$1.35M 0.01%
70,285
+27,690
741
$1.35M 0.01%
23,980
742
$1.34M 0.01%
51,110
+14,380
743
$1.34M 0.01%
21,500
+2,000
744
$1.34M 0.01%
28,785
745
$1.33M 0.01%
48,700
746
$1.33M 0.01%
18,125
+1,985
747
$1.33M 0.01%
15,130
748
$1.33M 0.01%
21,497
+433
749
$1.33M 0.01%
30,345
-2,650
750
$1.33M 0.01%
11,890
+1,720
28 29
30
31 32