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
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$427K 0.01%
40,258
+19,400
1027
$427K 0.01%
4,400
1028
$426K 0.01%
8,600
+2,200
1029
$425K 0.01%
18,900
+7,200
1030
$424K 0.01%
25,400
1031
$423K 0.01%
35,520
-85,079
1032
$423K 0.01%
18,600
1033
$423K 0.01%
17,300
-3,300
1034
$420K 0.01%
15,800
1035
$419K 0.01%
55,850
-25,300
1036
$419K 0.01%
22,500
+12,250
1037
$419K 0.01%
7,400
-700
1038
$418K 0.01%
13,600
1039
$415K 0.01%
23,000
1040
$413K 0.01%
13,900
-13,800
1041
$412K 0.01%
11,800
1042
$410K 0.01%
10,712
1043
$408K 0.01%
15,800
1044
$406K 0.01%
+6,618
1045
$405K 0.01%
21,250
1046
$397K 0.01%
23,533
1047
$388K 0.01%
12,700
1048
$385K 0.01%
29,395
-4,572
1049
$381K 0.01%
24,400
1050
$380K 0.01%
2,000
40 41
42
43 44