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
926
$571K 0.01%
3,600
927
$569K 0.01%
15,800
+5,000
928
$568K 0.01%
28,620
-93,225
929
$567K 0.01%
16,200
930
$566K 0.01%
8,800
931
$563K 0.01%
+18,000
932
$563K 0.01%
15,740
933
$561K 0.01%
17,100
-10,000
934
$559K 0.01%
8,800
+100
935
$558K 0.01%
25,000
936
$556K 0.01%
8,200
937
$556K 0.01%
9,700
938
$554K 0.01%
33,896
-2,000
939
$550K 0.01%
16,930
940
$549K 0.01%
4,060
941
$545K 0.01%
8,429
-3,700
942
$545K 0.01%
5,200
943
$544K 0.01%
8,130
944
$542K 0.01%
10,000
945
$541K 0.01%
10,000
-5,000
946
$540K 0.01%
17,520
947
$538K 0.01%
11,800
948
$534K 0.01%
10,643
+2,733
949
$533K 0.01%
7,826
-2,000
950
$533K 0.01%
20,900
36 37
38
39 40