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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$235K ﹤0.01%
9,070
+350
1202
$233K ﹤0.01%
4,920
1203
$230K ﹤0.01%
7,468
-1,222
1204
$229K ﹤0.01%
5,500
-500
1205
$229K ﹤0.01%
12,200
1206
$228K ﹤0.01%
10,000
1207
$228K ﹤0.01%
6,370
+150
1208
$227K ﹤0.01%
22,750
+250
1209
$227K ﹤0.01%
13,700
-2,600
1210
$227K ﹤0.01%
6,210
-170
1211
$226K ﹤0.01%
+13,700
1212
$226K ﹤0.01%
18,300
1213
$223K ﹤0.01%
6,710
-600
1214
$223K ﹤0.01%
6,200
+3,500
1215
$221K ﹤0.01%
11,700
1216
$220K ﹤0.01%
6,000
1217
$218K ﹤0.01%
6,500
1218
$217K ﹤0.01%
26,668
-1,322
1219
$217K ﹤0.01%
8,200
1220
$213K ﹤0.01%
6,052
1221
$213K ﹤0.01%
13,630
-460
1222
$212K ﹤0.01%
1,600
1223
$209K ﹤0.01%
9,000
1224
$207K ﹤0.01%
8,929
-600
1225
$207K ﹤0.01%
5,440
+200
47 48
49
50 51