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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$353K ﹤0.01%
48,450
-4,000
1152
$351K ﹤0.01%
1,810
+135
1153
$351K ﹤0.01%
19,219
-610
1154
$350K ﹤0.01%
31,100
+6,900
1155
$350K ﹤0.01%
29,352
+2,185
1156
$350K ﹤0.01%
11,013
-1,160
1157
$348K ﹤0.01%
36,960
+36,887
1158
$346K ﹤0.01%
31,375
+612
1159
$343K ﹤0.01%
26,803
+28
1160
$343K ﹤0.01%
2,609
+800
1161
$341K ﹤0.01%
1,715
-45
1162
$338K ﹤0.01%
46,243
+4,199
1163
$338K ﹤0.01%
30,320
-21,100
1164
$336K ﹤0.01%
2,445
+1,075
1165
$336K ﹤0.01%
50,350
+20
1166
$332K ﹤0.01%
13,492
-425
1167
$331K ﹤0.01%
8,485
-315
1168
$330K ﹤0.01%
17,197
+7,025
1169
$325K ﹤0.01%
28,700
-151,000
1170
$320K ﹤0.01%
4,323
-50
1171
$320K ﹤0.01%
15,251
+2,841
1172
$319K ﹤0.01%
9,929
1173
$319K ﹤0.01%
11,748
-30,835
1174
$318K ﹤0.01%
2,053
+1,720
1175
$317K ﹤0.01%
6,676
45 46
47
48 49