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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$450K 0.01%
10,370
1052
$449K 0.01%
22,200
+10,200
1053
$449K 0.01%
9,160
+150
1054
$447K 0.01%
6,500
+1,500
1055
$447K 0.01%
17,600
1056
$446K 0.01%
+16,962
1057
$441K 0.01%
21,200
1058
$438K 0.01%
15,875
+10,400
1059
$437K 0.01%
14,200
1060
$436K 0.01%
11,300
+5,300
1061
$432K 0.01%
20,000
-20,500
1062
$432K 0.01%
11,310
+150
1063
$430K 0.01%
8,700
-4,088
1064
$429K 0.01%
6,400
-1,900
1065
$429K 0.01%
14,880
+225
1066
$423K 0.01%
7,982
-1,700
1067
$422K 0.01%
12,100
-1,500
1068
$422K 0.01%
6,170
1069
$420K ﹤0.01%
11,940
-4,230
1070
$417K ﹤0.01%
10,600
1071
$417K ﹤0.01%
37,800
-4,600
1072
$413K ﹤0.01%
19,400
+1,400
1073
$412K ﹤0.01%
37,200
+600
1074
$409K ﹤0.01%
16,200
1075
$409K ﹤0.01%
12,000
41 42
43
44 45