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
976
$625K ﹤0.01%
6,519
977
$621K ﹤0.01%
8,418
-4,688
978
$619K ﹤0.01%
5,352
-766
979
$616K ﹤0.01%
20,223
+110
980
$612K ﹤0.01%
29,978
-19,162
981
$611K ﹤0.01%
69,757
-13,376
982
$607K ﹤0.01%
8,498
983
$605K ﹤0.01%
46,216
-558
984
$605K ﹤0.01%
11,900
985
$605K ﹤0.01%
18,580
-995
986
$605K ﹤0.01%
6,418
-7,618
987
$604K ﹤0.01%
6,407
+743
988
$603K ﹤0.01%
2,718
-2,205
989
$603K ﹤0.01%
16,396
990
$602K ﹤0.01%
54,098
+187
991
$601K ﹤0.01%
3,616
+95
992
$597K ﹤0.01%
5,847
+44
993
$594K ﹤0.01%
2,852
-200
994
$594K ﹤0.01%
12,531
-1,600
995
$593K ﹤0.01%
11,165
+6,862
996
$592K ﹤0.01%
37,237
-7,819
997
$591K ﹤0.01%
70,183
-30,716
998
$590K ﹤0.01%
5,414
-486
999
$588K ﹤0.01%
2,919
-11,325
1000
$587K ﹤0.01%
17,757
-2,543
38 39
40
41 42