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
951
$635K 0.01%
15,920
-900
952
$634K 0.01%
87,500
+30,800
953
$632K 0.01%
18,800
-900
954
$624K 0.01%
32,930
-15,200
955
$622K 0.01%
9,960
956
$622K 0.01%
21,100
957
$620K 0.01%
9,500
958
$619K 0.01%
10,676
-600
959
$618K 0.01%
18,600
960
$616K 0.01%
11,800
961
$616K 0.01%
13,670
-7,650
962
$615K 0.01%
60,350
-6,550
963
$605K 0.01%
21,850
964
$605K 0.01%
58,000
965
$602K 0.01%
7,220
966
$601K 0.01%
29,670
+17,930
967
$600K 0.01%
16,620
968
$597K 0.01%
4,710
969
$595K 0.01%
14,000
970
$593K 0.01%
12,790
+6,990
971
$592K 0.01%
13,300
-9,000
972
$592K 0.01%
16,900
973
$587K 0.01%
8,999
974
$587K 0.01%
21,100
975
$586K 0.01%
26,120
+720
37 38
39
40 41