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
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$513K 0.01%
13,500
1002
$511K 0.01%
16,800
-200
1003
$507K 0.01%
4,450
+400
1004
$503K 0.01%
23,149
1005
$503K 0.01%
21,400
1006
$499K 0.01%
19,429
1007
$499K 0.01%
19,850
1008
$495K 0.01%
13,100
-12,537
1009
$495K 0.01%
26,400
1010
$495K 0.01%
10,520
-400
1011
$495K 0.01%
+9,600
1012
$492K 0.01%
31,700
1013
$491K 0.01%
5,029
-3,334
1014
$489K 0.01%
11,800
1015
$489K 0.01%
7,707
1016
$485K 0.01%
+20,000
1017
$485K 0.01%
8,800
-500
1018
$483K 0.01%
22,398
1019
$481K 0.01%
29,400
1020
$479K 0.01%
8,700
-600
1021
$477K 0.01%
+36,875
1022
$477K 0.01%
6,500
-500
1023
$476K 0.01%
22,430
-1,570
1024
$475K 0.01%
15,000
1025
$473K 0.01%
9,700
39 40
41
42 43