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
1126
$365K ﹤0.01%
18,400
+1,000
1127
$365K ﹤0.01%
8,921
+2,846
1128
$365K ﹤0.01%
+5,300
1129
$364K ﹤0.01%
39,405
+11,427
1130
$364K ﹤0.01%
5,660
+80
1131
$364K ﹤0.01%
13,857
-14,489
1132
$362K ﹤0.01%
6,930
+70
1133
$362K ﹤0.01%
15,900
-2,340
1134
$362K ﹤0.01%
28,700
-30,900
1135
$360K ﹤0.01%
5,000
1136
$359K ﹤0.01%
36,900
-24,000
1137
$357K ﹤0.01%
18,350
1138
$353K ﹤0.01%
+358
1139
$352K ﹤0.01%
33,728
+9,992
1140
$350K ﹤0.01%
8,405
-115
1141
$350K ﹤0.01%
2,242
+1,219
1142
$346K ﹤0.01%
16,305
+4,305
1143
$345K ﹤0.01%
11,420
+4,145
1144
$344K ﹤0.01%
48,267
+24,905
1145
$341K ﹤0.01%
431
+287
1146
$341K ﹤0.01%
120,000
1147
$341K ﹤0.01%
536
+130
1148
$341K ﹤0.01%
3,576
+2,291
1149
$340K ﹤0.01%
22,150
+4,800
1150
$340K ﹤0.01%
4,173
-450
44 45
46
47 48