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
1151
$337K ﹤0.01%
40,670
+760
1152
$337K ﹤0.01%
9,607
+6,007
1153
$337K ﹤0.01%
13,500
+500
1154
$336K ﹤0.01%
22,050
1155
$333K ﹤0.01%
13,608
+1,458
1156
$333K ﹤0.01%
10,100
+1,100
1157
$331K ﹤0.01%
33,890
+20,390
1158
$327K ﹤0.01%
35,860
+17,763
1159
$327K ﹤0.01%
10,600
-500
1160
$327K ﹤0.01%
7,170
+215
1161
$326K ﹤0.01%
13,620
-3,900
1162
$325K ﹤0.01%
19,585
+5,146
1163
$325K ﹤0.01%
39,126
-1,829
1164
$324K ﹤0.01%
4,117
-185
1165
$323K ﹤0.01%
20,570
1166
$322K ﹤0.01%
45,924
+13,604
1167
$321K ﹤0.01%
11,706
+10,367
1168
$320K ﹤0.01%
11,535
1169
$318K ﹤0.01%
27,334
+24,199
1170
$317K ﹤0.01%
15,300
+100
1171
$316K ﹤0.01%
15,690
+600
1172
$314K ﹤0.01%
5,325
+3,500
1173
$314K ﹤0.01%
10,110
-100
1174
$314K ﹤0.01%
22,800
+640
1175
$311K ﹤0.01%
15,900
-700
45 46
47
48 49