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
1001
$587K ﹤0.01%
3,695
-2,760
1002
$586K ﹤0.01%
32,451
-28,421
1003
$586K ﹤0.01%
6,240
1004
$583K ﹤0.01%
29,316
-6,774
1005
$578K ﹤0.01%
33,085
-6,828
1006
$578K ﹤0.01%
13,755
1007
$576K ﹤0.01%
28,821
-200
1008
$573K ﹤0.01%
17,715
-24,945
1009
$572K ﹤0.01%
18,053
+1,510
1010
$572K ﹤0.01%
17,871
+82
1011
$572K ﹤0.01%
17,999
-35
1012
$568K ﹤0.01%
11,830
+350
1013
$557K ﹤0.01%
32,500
1014
$557K ﹤0.01%
5,759
-1,125
1015
$557K ﹤0.01%
41,134
-2,573
1016
$557K ﹤0.01%
42,029
-8,424
1017
$555K ﹤0.01%
42,574
-2,402
1018
$553K ﹤0.01%
80,638
-5,152
1019
$549K ﹤0.01%
6,065
-3
1020
$549K ﹤0.01%
6,407
+942
1021
$549K ﹤0.01%
10,711
1022
$548K ﹤0.01%
36,738
-7,154
1023
$544K ﹤0.01%
1,654
1024
$542K ﹤0.01%
+10,969
1025
$542K ﹤0.01%
22,370
+35
39 40
41
42 43