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
$16.9B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,100
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$44.7M
3
+$41.1M
4
VZ icon
Verizon
VZ
+$40.3M
5
CSCO icon
Cisco
CSCO
+$30.5M

Top Sells

1
+$74.5M
2
+$47.6M
3
+$46.5M
4
FTAI icon
FTAI Aviation
FTAI
+$31.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M

Sector Composition

1 Technology 29.41%
2 Financials 11.91%
3 Healthcare 11.32%
4 Communication Services 9.72%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$282K ﹤0.01%
9,340
+8,500
1202
$280K ﹤0.01%
3,420
+566
1203
$277K ﹤0.01%
4,043
+2,100
1204
$276K ﹤0.01%
7,151
+69
1205
$276K ﹤0.01%
65,763
-12,843
1206
$275K ﹤0.01%
1,164
-78
1207
$275K ﹤0.01%
6,556
-1,313
1208
$273K ﹤0.01%
1,581
+7
1209
$273K ﹤0.01%
1,250
+17
1210
$270K ﹤0.01%
3,399
1211
$270K ﹤0.01%
7,067
+180
1212
$264K ﹤0.01%
8,267
+3,583
1213
$263K ﹤0.01%
2,743
-10
1214
$262K ﹤0.01%
45,424
-468
1215
$262K ﹤0.01%
4,100
1216
$261K ﹤0.01%
1,000
1217
$260K ﹤0.01%
4,135
1218
$260K ﹤0.01%
7,238
+87
1219
$258K ﹤0.01%
8,449
+69
1220
$256K ﹤0.01%
56,186
-38,754
1221
$255K ﹤0.01%
4,337
-1
1222
$254K ﹤0.01%
22,563
-7,502
1223
$252K ﹤0.01%
2,209
+110
1224
$250K ﹤0.01%
747
+35
1225
$249K ﹤0.01%
21,513
+16,758
47 48
49
50 51