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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$250K ﹤0.01%
2,290
-2,650
1227
$250K ﹤0.01%
24,000
+23,700
1228
$250K ﹤0.01%
20,500
1229
$249K ﹤0.01%
2,600
1230
$248K ﹤0.01%
6,500
+1,600
1231
$247K ﹤0.01%
2,995
+2,365
1232
$247K ﹤0.01%
9,252
1233
$246K ﹤0.01%
7,800
1234
$245K ﹤0.01%
6,540
-760
1235
$243K ﹤0.01%
25,386
+22,644
1236
$242K ﹤0.01%
10,550
+100
1237
$242K ﹤0.01%
7,705
+1,545
1238
$242K ﹤0.01%
3,700
-700
1239
$241K ﹤0.01%
5,300
+200
1240
$240K ﹤0.01%
2,560
1241
$239K ﹤0.01%
4,218
+1,039
1242
$239K ﹤0.01%
5,000
1243
$238K ﹤0.01%
9,900
-700
1244
$238K ﹤0.01%
15,720
-2,800
1245
$237K ﹤0.01%
6,337
-562
1246
$235K ﹤0.01%
11,900
1247
$234K ﹤0.01%
4,590
1248
$233K ﹤0.01%
5,600
1249
$231K ﹤0.01%
13,255
+3,055
1250
$230K ﹤0.01%
4,710
-3,000
48 49
50
51 52