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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$552K ﹤0.01%
45,178
+11,125
1027
$549K ﹤0.01%
109,805
+8,820
1028
$548K ﹤0.01%
77,334
+2,630
1029
$547K ﹤0.01%
8,737
-340
1030
$547K ﹤0.01%
10,063
1031
$543K ﹤0.01%
12,266
-52,260
1032
$543K ﹤0.01%
22,821
1033
$542K ﹤0.01%
86,265
+11,086
1034
$541K ﹤0.01%
20,941
+263
1035
$541K ﹤0.01%
7,765
+1,995
1036
$540K ﹤0.01%
10,490
1037
$536K ﹤0.01%
17,910
+7,665
1038
$534K ﹤0.01%
29,711
+1,700
1039
$533K ﹤0.01%
34,597
-10,536
1040
$530K ﹤0.01%
16,918
-153,147
1041
$529K ﹤0.01%
8,345
-1,995
1042
$526K ﹤0.01%
18,335
1043
$523K ﹤0.01%
10,040
1044
$517K ﹤0.01%
4,530
1045
$516K ﹤0.01%
6,245
-25
1046
$516K ﹤0.01%
27,867
+3,900
1047
$504K ﹤0.01%
13,730
+7,000
1048
$504K ﹤0.01%
5,200
-3,100
1049
$503K ﹤0.01%
11,513
+875
1050
$501K ﹤0.01%
8,000
40 41
42
43 44