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
1101
$394K ﹤0.01%
36,115
+16,365
1102
$394K ﹤0.01%
+5,248
1103
$393K ﹤0.01%
16,600
+1,800
1104
$393K ﹤0.01%
1,214
+1,120
1105
$390K ﹤0.01%
6,910
1106
$390K ﹤0.01%
10,460
+100
1107
$390K ﹤0.01%
1,950
-1,050
1108
$389K ﹤0.01%
87,882
+26,966
1109
$388K ﹤0.01%
14,736
+290
1110
$387K ﹤0.01%
5,492
+1,419
1111
$384K ﹤0.01%
9,450
-550
1112
$383K ﹤0.01%
3,300
1113
$383K ﹤0.01%
27,400
1114
$383K ﹤0.01%
4,960
-65
1115
$382K ﹤0.01%
8,009
+74
1116
$381K ﹤0.01%
15,680
-770
1117
$381K ﹤0.01%
25,875
+1,601
1118
$378K ﹤0.01%
16,000
1119
$373K ﹤0.01%
10,540
-3,556
1120
$372K ﹤0.01%
11,542
-917
1121
$372K ﹤0.01%
13,000
-1,000
1122
$371K ﹤0.01%
5,400
+3,300
1123
$368K ﹤0.01%
26,400
1124
$366K ﹤0.01%
26,600
-5,000
1125
$366K ﹤0.01%
+18,725
43 44
45
46 47