Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$354K 0.01%
+7,800
1102
$353K ﹤0.01%
5,500
1103
$353K ﹤0.01%
10,800
1104
$351K ﹤0.01%
10,300
1105
$351K ﹤0.01%
14,900
1106
$351K ﹤0.01%
+11,000
1107
$350K ﹤0.01%
4,900
-3,300
1108
$348K ﹤0.01%
9,500
1109
$348K ﹤0.01%
20,000
+10,000
1110
$348K ﹤0.01%
6,500
+1,500
1111
$347K ﹤0.01%
19,500
1112
$346K ﹤0.01%
11,600
1113
$344K ﹤0.01%
9,700
+1,600
1114
$343K ﹤0.01%
15,082
1115
$342K ﹤0.01%
+14,800
1116
$342K ﹤0.01%
9,900
1117
$342K ﹤0.01%
19,530
1118
$341K ﹤0.01%
18,500
1119
$341K ﹤0.01%
11,775
1120
$338K ﹤0.01%
10,207
1121
$333K ﹤0.01%
8,500
-7,200
1122
$332K ﹤0.01%
34,158
-2,400
1123
$330K ﹤0.01%
15,500
-1,000
1124
$329K ﹤0.01%
22,200
1125
$329K ﹤0.01%
5,800
43 44
45
46 47