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
1076
$423K ﹤0.01%
7,460
1077
$423K ﹤0.01%
5,317
+1,460
1078
$419K ﹤0.01%
15,480
+210
1079
$417K ﹤0.01%
15,567
+3,347
1080
$417K ﹤0.01%
58,818
+16,463
1081
$414K ﹤0.01%
+37,600
1082
$414K ﹤0.01%
13,700
-50
1083
$413K ﹤0.01%
81,097
-33,291
1084
$413K ﹤0.01%
27,073
+210
1085
$413K ﹤0.01%
8,600
1086
$412K ﹤0.01%
10,000
1087
$412K ﹤0.01%
6,340
-2,500
1088
$411K ﹤0.01%
41,223
+8,645
1089
$411K ﹤0.01%
16,230
1090
$410K ﹤0.01%
74,143
+12,180
1091
$403K ﹤0.01%
5,500
+200
1092
$402K ﹤0.01%
24,653
1093
$401K ﹤0.01%
20,000
1094
$401K ﹤0.01%
14,847
+10,607
1095
$397K ﹤0.01%
11,000
1096
$396K ﹤0.01%
12,895
+75
1097
$396K ﹤0.01%
+4,500
1098
$396K ﹤0.01%
44,744
+4,400
1099
$395K ﹤0.01%
28,850
1100
$394K ﹤0.01%
14,669
-74
42 43
44
45 46