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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$527K ﹤0.01%
1,300
1002
$526K ﹤0.01%
22,142
+9,157
1003
$526K ﹤0.01%
19,200
1004
$525K ﹤0.01%
4,300
1005
$523K ﹤0.01%
18,817
+650
1006
$521K ﹤0.01%
23,600
+10,000
1007
$520K ﹤0.01%
11,600
1008
$517K ﹤0.01%
15,470
+220
1009
$511K ﹤0.01%
19,800
-110
1010
$510K ﹤0.01%
32,900
-1,600
1011
$510K ﹤0.01%
37,030
-400
1012
$509K ﹤0.01%
17,220
+60
1013
$505K ﹤0.01%
26,960
+390
1014
$504K ﹤0.01%
4,500
+3,000
1015
$503K ﹤0.01%
15,491
-3,500
1016
$502K ﹤0.01%
7,700
1017
$500K ﹤0.01%
24,821
+5,542
1018
$499K ﹤0.01%
21,430
+3,355
1019
$497K ﹤0.01%
40,792
+7,701
1020
$496K ﹤0.01%
11,860
+3,160
1021
$495K ﹤0.01%
11,000
1022
$495K ﹤0.01%
11,400
+11,000
1023
$494K ﹤0.01%
16,181
+880
1024
$493K ﹤0.01%
4,525
+600
1025
$493K ﹤0.01%
17,725
+75
39 40
41
42 43