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
1076
$408K ﹤0.01%
10,000
1077
$405K ﹤0.01%
11,390
+150
1078
$404K ﹤0.01%
2,900
1079
$404K ﹤0.01%
5,000
1080
$398K ﹤0.01%
31,350
+850
1081
$395K ﹤0.01%
11,000
1082
$394K ﹤0.01%
10,820
1083
$393K ﹤0.01%
5,410
-925
1084
$392K ﹤0.01%
15,930
+400
1085
$392K ﹤0.01%
5,660
+150
1086
$391K ﹤0.01%
7,700
1087
$389K ﹤0.01%
8,400
1088
$383K ﹤0.01%
7,860
1089
$383K ﹤0.01%
7,520
1090
$383K ﹤0.01%
8,200
1091
$382K ﹤0.01%
5,910
-700
1092
$380K ﹤0.01%
11,200
-1,610
1093
$380K ﹤0.01%
12,166
-2
1094
$379K ﹤0.01%
4,230
+100
1095
$377K ﹤0.01%
7,150
1096
$371K ﹤0.01%
25,458
+10,000
1097
$369K ﹤0.01%
4,600
1098
$369K ﹤0.01%
9,700
1099
$366K ﹤0.01%
38,200
+1,700
1100
$365K ﹤0.01%
60
+17
42 43
44
45 46