Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$246K ﹤0.01%
5,200
1202
$245K ﹤0.01%
1,567
1203
$245K ﹤0.01%
+23,314
1204
$241K ﹤0.01%
7,500
-60,000
1205
$240K ﹤0.01%
5,900
1206
$240K ﹤0.01%
6,100
1207
$237K ﹤0.01%
22,000
1208
$235K ﹤0.01%
4,500
1209
$234K ﹤0.01%
4,500
1210
$234K ﹤0.01%
5,500
1211
$233K ﹤0.01%
6,128
1212
$233K ﹤0.01%
8,800
1213
$233K ﹤0.01%
+23,000
1214
$232K ﹤0.01%
11,900
-200
1215
$231K ﹤0.01%
12,100
1216
$230K ﹤0.01%
4,970
1217
$230K ﹤0.01%
4,300
+500
1218
$228K ﹤0.01%
20,300
1219
$228K ﹤0.01%
7,500
-500
1220
$227K ﹤0.01%
5,700
-400
1221
$226K ﹤0.01%
8,720
-3,000
1222
$223K ﹤0.01%
11,268
-1,468
1223
$221K ﹤0.01%
6,000
1224
$221K ﹤0.01%
6,000
1225
$220K ﹤0.01%
5,600
47 48
49
50 51