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
751
$946K 0.01%
49,200
752
$944K 0.01%
28,569
-6,000
753
$944K 0.01%
3,173
754
$942K 0.01%
96,963
-247,753
755
$942K 0.01%
21,200
756
$940K 0.01%
73,100
-82,000
757
$934K 0.01%
23,300
+3,100
758
$930K 0.01%
29,530
-600
759
$928K 0.01%
4,800
760
$920K 0.01%
19,700
+900
761
$919K 0.01%
28,700
-3,100
762
$918K 0.01%
44,390
-400
763
$918K 0.01%
48,000
764
$916K 0.01%
8,100
-1,300
765
$915K 0.01%
27,200
-2,350
766
$909K 0.01%
64,304
767
$898K 0.01%
53,666
+6,084
768
$889K 0.01%
17,500
769
$888K 0.01%
78,363
-3,700
770
$887K 0.01%
30,200
771
$881K 0.01%
12,000
+1,600
772
$881K 0.01%
36,400
773
$881K 0.01%
10,500
774
$870K 0.01%
20,100
-3,400
775
$869K 0.01%
17,100
29 30
31
32 33