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
801
$1.05M 0.01%
13,188
+2,638
802
$1.04M 0.01%
81,130
+3,090
803
$1.04M 0.01%
38,623
-1,574
804
$1.02M 0.01%
23,920
+3,000
805
$1.02M 0.01%
76,400
806
$1.02M 0.01%
28,700
-3,000
807
$1.02M 0.01%
+4,058
808
$1.02M 0.01%
41,200
+6,400
809
$1.01M 0.01%
50,475
+23,375
810
$1.01M 0.01%
8,800
-10,700
811
$1.01M 0.01%
10,712
812
$1M 0.01%
12,100
-2,000
813
$1M 0.01%
48,050
-2,770
814
$1M 0.01%
14,970
+1,170
815
$988K 0.01%
15,340
-230
816
$986K 0.01%
18,370
817
$986K 0.01%
47,700
-25,920
818
$975K 0.01%
35,670
+16,300
819
$974K 0.01%
12,450
-3,800
820
$966K 0.01%
18,430
821
$966K 0.01%
16,260
822
$963K 0.01%
73,820
-3,250
823
$962K 0.01%
26,270
-12,310
824
$960K 0.01%
35,550
825
$955K 0.01%
29,446
-1,250
31 32
33
34 35