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
876
$647K 0.01%
13,500
+500
877
$645K 0.01%
21,500
878
$644K 0.01%
20,400
-12,500
879
$642K 0.01%
42,000
-131,600
880
$641K 0.01%
18,900
881
$641K 0.01%
48,750
-8,400
882
$640K 0.01%
26,600
+12,600
883
$640K 0.01%
26,000
884
$639K 0.01%
+19,461
885
$638K 0.01%
+29,500
886
$637K 0.01%
10,849
+7
887
$635K 0.01%
21,320
-100
888
$629K 0.01%
35,000
+15,000
889
$628K 0.01%
25,900
890
$625K 0.01%
11,400
891
$624K 0.01%
+31,100
892
$623K 0.01%
11,700
-400
893
$616K 0.01%
6,900
894
$616K 0.01%
11,299
895
$612K 0.01%
12,800
896
$610K 0.01%
400
897
$610K 0.01%
24,300
898
$610K 0.01%
21,810
899
$606K 0.01%
21,100
900
$604K 0.01%
8,164
+50
34 35
36
37 38