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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$261K ﹤0.01%
4,638
1227
$260K ﹤0.01%
4,565
-435
1228
$259K ﹤0.01%
12,662
+1,310
1229
$259K ﹤0.01%
3,901
+587
1230
$258K ﹤0.01%
22,258
+10,400
1231
$258K ﹤0.01%
14,180
-12
1232
$257K ﹤0.01%
7,310
1233
$256K ﹤0.01%
6,516
+970
1234
$255K ﹤0.01%
8,388
+3
1235
$255K ﹤0.01%
5,290
+791
1236
$255K ﹤0.01%
4,380
-51,143
1237
$254K ﹤0.01%
6,314
1238
$254K ﹤0.01%
43,933
+8,105
1239
$253K ﹤0.01%
29,997
-7,390
1240
$253K ﹤0.01%
3,545
+2,065
1241
$252K ﹤0.01%
26,755
1242
$250K ﹤0.01%
7,285
1243
$250K ﹤0.01%
15,083
+15,000
1244
$249K ﹤0.01%
14,115
+1,030
1245
$248K ﹤0.01%
10,127
1246
$247K ﹤0.01%
3,498
1247
$247K ﹤0.01%
4,260
-9
1248
$246K ﹤0.01%
1,722
-80
1249
$245K ﹤0.01%
2,754
1250
$242K ﹤0.01%
4,615
-35
48 49
50
51 52