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
901
$603K 0.01%
8,282
902
$603K 0.01%
13,720
903
$602K 0.01%
6,600
904
$599K 0.01%
33,800
905
$599K 0.01%
28,900
906
$599K 0.01%
19,640
907
$597K 0.01%
8,800
908
$596K 0.01%
10,020
909
$596K 0.01%
11,500
910
$596K 0.01%
22,800
+7,300
911
$592K 0.01%
12,300
912
$591K 0.01%
3,000
913
$591K 0.01%
12,300
914
$589K 0.01%
27,800
915
$588K 0.01%
32,200
-29,600
916
$588K 0.01%
33,720
917
$585K 0.01%
29,300
918
$583K 0.01%
7,120
+120
919
$583K 0.01%
4,200
920
$582K 0.01%
14,500
921
$581K 0.01%
12,100
-1,200
922
$578K 0.01%
12,300
-400
923
$574K 0.01%
16,000
+5,000
924
$572K 0.01%
20,000
-24,000
925
$571K 0.01%
35,500
35 36
37
38 39