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
1251
$182K ﹤0.01%
+32,600
1252
$182K ﹤0.01%
11,334
-10,568
1253
$181K ﹤0.01%
11,220
1254
$180K ﹤0.01%
10,500
1255
$178K ﹤0.01%
5,120
1256
$178K ﹤0.01%
6,500
1257
$176K ﹤0.01%
5,000
1258
$175K ﹤0.01%
4,200
1259
$174K ﹤0.01%
4,170
-300
1260
$172K ﹤0.01%
4,400
1261
$172K ﹤0.01%
4,800
1262
$170K ﹤0.01%
10,300
1263
$168K ﹤0.01%
8,190
+350
1264
$168K ﹤0.01%
3,775
-8,200
1265
$166K ﹤0.01%
9,500
1266
$165K ﹤0.01%
4,120
-3,000
1267
$165K ﹤0.01%
2,610
1268
$165K ﹤0.01%
2,200
1269
$164K ﹤0.01%
9,920
-4,700
1270
$163K ﹤0.01%
717
+680
1271
$162K ﹤0.01%
7,290
-48,400
1272
$160K ﹤0.01%
3,086
1273
$160K ﹤0.01%
5,737
+5,537
1274
$160K ﹤0.01%
8,250
1275
$160K ﹤0.01%
6,860
-8,000
49 50
51
52 53