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
1051
$449K ﹤0.01%
37,000
+3,500
1052
$448K ﹤0.01%
+12,110
1053
$447K ﹤0.01%
47,218
+14,017
1054
$446K ﹤0.01%
1,850
+536
1055
$446K ﹤0.01%
15,000
-569
1056
$445K ﹤0.01%
24,910
1057
$444K ﹤0.01%
33,404
-27,500
1058
$442K ﹤0.01%
46,040
-2,917
1059
$442K ﹤0.01%
+13,500
1060
$441K ﹤0.01%
11,747
+5,200
1061
$440K ﹤0.01%
10,000
-390
1062
$439K ﹤0.01%
6,600
+40
1063
$438K ﹤0.01%
22,800
+6,800
1064
$437K ﹤0.01%
5,100
+5,000
1065
$435K ﹤0.01%
46,598
+7,925
1066
$434K ﹤0.01%
21,900
1067
$434K ﹤0.01%
60,075
1068
$431K ﹤0.01%
9,253
-2,808
1069
$429K ﹤0.01%
10,180
-5,100
1070
$429K ﹤0.01%
37,135
+8,356
1071
$427K ﹤0.01%
69,295
-2,075
1072
$425K ﹤0.01%
39,486
+5,560
1073
$425K ﹤0.01%
21,100
1074
$424K ﹤0.01%
26,746
-23,921
1075
$424K ﹤0.01%
55,806
+43,345
41 42
43
44 45