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
1126
$325K ﹤0.01%
10,070
1127
$324K ﹤0.01%
46,600
+32,500
1128
$323K ﹤0.01%
6,000
1129
$320K ﹤0.01%
4,645
-1,300
1130
$320K ﹤0.01%
27,365
-9,197
1131
$320K ﹤0.01%
11,430
1132
$320K ﹤0.01%
6,070
1133
$319K ﹤0.01%
23,200
1134
$316K ﹤0.01%
6,710
1135
$316K ﹤0.01%
6,210
1136
$309K ﹤0.01%
3,500
1137
$308K ﹤0.01%
2,790
-70
1138
$306K ﹤0.01%
8,620
1139
$306K ﹤0.01%
12,200
+3,300
1140
$304K ﹤0.01%
1,500
+1,000
1141
$301K ﹤0.01%
17,020
1142
$300K ﹤0.01%
10,000
1143
$300K ﹤0.01%
11,965
1144
$300K ﹤0.01%
2,804
1145
$297K ﹤0.01%
6,500
-1,910
1146
$296K ﹤0.01%
3,910
-4,285
1147
$296K ﹤0.01%
120,000
1148
$294K ﹤0.01%
4,100
-2,800
1149
$293K ﹤0.01%
5,160
1150
$292K ﹤0.01%
5,260
+150
44 45
46
47 48