Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.9B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,100
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$44.7M
3
+$41.1M
4
VZ icon
Verizon
VZ
+$40.3M
5
CSCO icon
Cisco
CSCO
+$30.5M

Top Sells

1
+$74.5M
2
+$47.6M
3
+$46.5M
4
FTAI icon
FTAI Aviation
FTAI
+$31.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M

Sector Composition

1 Technology 29.41%
2 Financials 11.91%
3 Healthcare 11.32%
4 Communication Services 9.72%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$685K ﹤0.01%
31,358
+9,529
952
$683K ﹤0.01%
30,370
+1,800
953
$679K ﹤0.01%
9,409
-686
954
$673K ﹤0.01%
15,678
+84
955
$670K ﹤0.01%
4,202
+28
956
$669K ﹤0.01%
3,970
-12,630
957
$665K ﹤0.01%
45,104
+2,166
958
$663K ﹤0.01%
85,815
-7,612
959
$663K ﹤0.01%
8,933
+3,110
960
$662K ﹤0.01%
10,929
-84
961
$656K ﹤0.01%
10,988
962
$654K ﹤0.01%
3,688
+200
963
$651K ﹤0.01%
62,502
-13,909
964
$651K ﹤0.01%
4,880
-500
965
$646K ﹤0.01%
54,160
-27,030
966
$645K ﹤0.01%
34,800
+109
967
$642K ﹤0.01%
16,642
+5,147
968
$642K ﹤0.01%
8,310
-231
969
$641K ﹤0.01%
20,890
+2,200
970
$637K ﹤0.01%
21,126
+487
971
$637K ﹤0.01%
8,900
972
$634K ﹤0.01%
28,765
-30,713
973
$634K ﹤0.01%
8,788
-176
974
$629K ﹤0.01%
9,533
-7,500
975
$629K ﹤0.01%
19,776
-413
37 38
39
40 41