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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$763K 0.01%
4,935
927
$763K 0.01%
6,031
-1,690
928
$761K 0.01%
27,576
+1,149
929
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50,369
-2,558
930
$753K 0.01%
12,055
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931
$752K 0.01%
60,488
-8,200
932
$744K 0.01%
141,435
+31,590
933
$742K 0.01%
12,334
+3,918
934
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16,300
935
$734K 0.01%
18,884
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936
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18,942
-851
937
$724K 0.01%
26,006
-1,040
938
$722K 0.01%
61,746
939
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940
$718K 0.01%
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941
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71,971
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34,310
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17,591
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945
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946
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$698K 0.01%
24,821
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948
$695K 0.01%
104,500
+28,395
949
$695K 0.01%
3,435
-40
950
$694K 0.01%
10,580
-50
36 37
38
39 40