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
1026
$488K ﹤0.01%
32,864
+9,739
1027
$487K ﹤0.01%
54,261
-21,640
1028
$487K ﹤0.01%
67,025
+20,006
1029
$486K ﹤0.01%
10,357
+3,900
1030
$486K ﹤0.01%
3,500
-1,400
1031
$486K ﹤0.01%
76,010
+38,280
1032
$485K ﹤0.01%
16,200
1033
$485K ﹤0.01%
+4,281
1034
$483K ﹤0.01%
32,535
1035
$479K ﹤0.01%
23,298
+6,933
1036
$476K ﹤0.01%
18,695
+12,920
1037
$473K ﹤0.01%
10,975
+75
1038
$471K ﹤0.01%
24,277
+14,623
1039
$471K ﹤0.01%
41,587
+12,415
1040
$470K ﹤0.01%
3,056
+2,880
1041
$466K ﹤0.01%
10,000
1042
$463K ﹤0.01%
66,176
+16,129
1043
$462K ﹤0.01%
37,129
+9,340
1044
$461K ﹤0.01%
47,650
-1,700
1045
$460K ﹤0.01%
8,000
+300
1046
$458K ﹤0.01%
33,300
-750
1047
$453K ﹤0.01%
7,885
+290
1048
$450K ﹤0.01%
6,700
1049
$449K ﹤0.01%
10,700
+4,500
1050
$449K ﹤0.01%
17,693
-301
40 41
42
43 44