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
976
$503K 0.01%
15,600
977
$499K 0.01%
12,500
978
$495K 0.01%
15,600
979
$494K 0.01%
12,500
980
$494K 0.01%
7,200
-6,100
981
$493K 0.01%
12,300
982
$492K 0.01%
20,300
983
$490K 0.01%
19,886
+847
984
$490K 0.01%
26,700
-2,600
985
$488K 0.01%
+20,500
986
$486K 0.01%
12,600
987
$485K 0.01%
16,200
988
$485K 0.01%
25,700
989
$484K 0.01%
6,600
+1,600
990
$484K 0.01%
+44,400
991
$481K 0.01%
41,054
+5,000
992
$481K 0.01%
18,706
993
$480K 0.01%
14,800
994
$479K 0.01%
20,800
995
$478K 0.01%
23,200
+7,900
996
$477K 0.01%
15,230
+1,100
997
$476K 0.01%
34,300
+1,500
998
$476K 0.01%
18,230
-5,500
999
$476K 0.01%
20,446
1000
$471K 0.01%
13,675
38 39
40
41 42