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
926
$670K 0.01%
11,350
+150
927
$668K 0.01%
16,570
928
$668K 0.01%
19,280
+3,750
929
$664K 0.01%
35,630
+350
930
$664K 0.01%
17,357
-5,000
931
$659K 0.01%
16,370
932
$659K 0.01%
14,850
+9,550
933
$658K 0.01%
26,520
+550
934
$656K 0.01%
41,760
935
$655K 0.01%
14,000
936
$654K 0.01%
29,070
+210
937
$652K 0.01%
22,699
938
$652K 0.01%
19,420
939
$650K 0.01%
12,370
940
$650K 0.01%
10,453
-196
941
$650K 0.01%
20,922
-400
942
$649K 0.01%
6,900
943
$645K 0.01%
8,670
+400
944
$645K 0.01%
10,000
945
$645K 0.01%
34,880
946
$641K 0.01%
13,270
-1,500
947
$638K 0.01%
21,750
+5,000
948
$638K 0.01%
39,283
+8,700
949
$637K 0.01%
4,110
950
$636K 0.01%
20,000
36 37
38
39 40