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
976
$626K ﹤0.01%
25,330
+11,376
977
$625K ﹤0.01%
92,727
+7,435
978
$624K ﹤0.01%
24,432
-1,440
979
$622K ﹤0.01%
88,856
+2,160
980
$622K ﹤0.01%
2,982
981
$618K ﹤0.01%
3,349
+3,114
982
$614K ﹤0.01%
8,749
+1,825
983
$612K ﹤0.01%
6,601
-280
984
$612K ﹤0.01%
10,998
985
$612K ﹤0.01%
61,481
+23,181
986
$607K ﹤0.01%
17,745
-880
987
$605K ﹤0.01%
16,000
+13,000
988
$603K ﹤0.01%
51,742
+4,756
989
$601K ﹤0.01%
12,343
-8,722
990
$595K ﹤0.01%
60,856
-21,000
991
$595K ﹤0.01%
33,314
+4,710
992
$594K ﹤0.01%
58,505
+16,751
993
$594K ﹤0.01%
4,164
+206
994
$592K ﹤0.01%
26,700
995
$591K ﹤0.01%
4,405
-919
996
$588K ﹤0.01%
23,150
+250
997
$587K ﹤0.01%
47,639
-9,575
998
$586K ﹤0.01%
6,608
999
$586K ﹤0.01%
3,425
-7,950
1000
$586K ﹤0.01%
10,186
-1,700
38 39
40
41 42