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
1051
$498K ﹤0.01%
7,462
-325
1052
$498K ﹤0.01%
34,043
+252
1053
$497K ﹤0.01%
31,039
-12,700
1054
$496K ﹤0.01%
20,371
-2,500
1055
$495K ﹤0.01%
9,353
+9
1056
$495K ﹤0.01%
18,170
-4,230
1057
$493K ﹤0.01%
11,006
-160
1058
$492K ﹤0.01%
2,764
-250
1059
$491K ﹤0.01%
14,294
+1,858
1060
$483K ﹤0.01%
3,552
-34,050
1061
$478K ﹤0.01%
10,046
+1,000
1062
$478K ﹤0.01%
17,900
1063
$474K ﹤0.01%
+9,500
1064
$473K ﹤0.01%
100,060
+30,654
1065
$473K ﹤0.01%
9,670
-210
1066
$472K ﹤0.01%
4,813
+20
1067
$472K ﹤0.01%
5,108
+3,890
1068
$469K ﹤0.01%
152,796
+110
1069
$469K ﹤0.01%
16,130
1070
$467K ﹤0.01%
12,644
1071
$466K ﹤0.01%
5,358
1072
$466K ﹤0.01%
6,454
-412
1073
$465K ﹤0.01%
7,859
+6,959
1074
$463K ﹤0.01%
2,194
+425
1075
$461K ﹤0.01%
6,748
41 42
43
44 45