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
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$251K ﹤0.01%
3,270
-620
1152
$251K ﹤0.01%
6,700
1153
$250K ﹤0.01%
9,682
1154
$249K ﹤0.01%
5,000
1155
$249K ﹤0.01%
4,300
1156
$248K ﹤0.01%
20,800
-2,000
1157
$246K ﹤0.01%
22,200
-9,700
1158
$242K ﹤0.01%
15,082
-4,300
1159
$241K ﹤0.01%
7,500
+500
1160
$240K ﹤0.01%
12,100
-6,200
1161
$240K ﹤0.01%
6,000
1162
$239K ﹤0.01%
13,600
-1,300
1163
$239K ﹤0.01%
811
1164
$239K ﹤0.01%
9,100
-4,000
1165
$238K ﹤0.01%
+14,900
1166
$238K ﹤0.01%
5,500
1167
$236K ﹤0.01%
3,300
1168
$233K ﹤0.01%
8,300
1169
$233K ﹤0.01%
9,000
1170
$232K ﹤0.01%
5,200
1171
$232K ﹤0.01%
11,200
1172
$232K ﹤0.01%
8,000
-15,800
1173
$231K ﹤0.01%
11,000
1174
$231K ﹤0.01%
7,000
1175
$229K ﹤0.01%
+9,400
45 46
47
48 49