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
101
$16.6M 0.23%
234,752
-600
102
$16.5M 0.23%
438,212
-3,600
103
$16.3M 0.23%
101,072
-50
104
$16.2M 0.23%
157,455
-3,025
105
$16M 0.22%
87,291
+1,400
106
$15.7M 0.22%
177,963
+6,200
107
$15.5M 0.22%
189,677
+1,200
108
$15.1M 0.21%
205,324
-3,100
109
$14.9M 0.21%
237,370
-1,500
110
$14.7M 0.21%
496,560
-3,800
111
$14.6M 0.2%
110,702
-700
112
$14.2M 0.2%
127,679
+100
113
$14.2M 0.2%
227,083
+6,000
114
$14.1M 0.2%
248,120
+25,230
115
$13.8M 0.19%
1,292,301
+3,900
116
$13.5M 0.19%
104,724
+100
117
$13.3M 0.19%
264,122
+5,550
118
$13M 0.18%
153,768
-1,600
119
$12.9M 0.18%
396,330
-2,200
120
$12.7M 0.18%
342,424
+11,500
121
$12.7M 0.18%
156,411
-2,300
122
$12.6M 0.18%
182,688
123
$12.6M 0.18%
38,460
+1,600
124
$12.6M 0.18%
138,750
+550
125
$12.5M 0.17%
108,649
-400
3 4
5
6 7