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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$535K 0.01%
22,543
1002
$530K 0.01%
2,063
1003
$528K 0.01%
28,600
-5,000
1004
$528K 0.01%
17,353
1005
$526K 0.01%
8,600
-580
1006
$524K 0.01%
6,560
1007
$523K 0.01%
64,000
+34,000
1008
$522K 0.01%
6,865
-360
1009
$514K 0.01%
53,300
1010
$511K 0.01%
11,270
1011
$510K 0.01%
26,200
-1,000
1012
$510K 0.01%
16,300
1013
$509K 0.01%
11,300
1014
$507K 0.01%
+42,300
1015
$502K 0.01%
12,652
+118
1016
$501K 0.01%
15,420
1017
$500K 0.01%
4,000
-2,300
1018
$499K 0.01%
17,930
1019
$496K 0.01%
7,400
+2,500
1020
$494K 0.01%
16,400
1021
$493K 0.01%
14,780
-1,700
1022
$493K 0.01%
22,955
-300
1023
$489K 0.01%
13,610
+200
1024
$488K 0.01%
13,250
1025
$487K 0.01%
29,350
39 40
41
42 43