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
1251
$241K ﹤0.01%
4,442
-20
1252
$240K ﹤0.01%
13,459
+9
1253
$239K ﹤0.01%
4,770
-150
1254
$237K ﹤0.01%
1,598
1255
$236K ﹤0.01%
2,183
+2,063
1256
$235K ﹤0.01%
5,743
-661
1257
$235K ﹤0.01%
10,386
-140,000
1258
$234K ﹤0.01%
1,851
-170
1259
$234K ﹤0.01%
14,953
+5,920
1260
$233K ﹤0.01%
60,900
+6,670
1261
$233K ﹤0.01%
6,385
+1,040
1262
$232K ﹤0.01%
2,480
+40
1263
$232K ﹤0.01%
7,165
-525
1264
$230K ﹤0.01%
2,535
-700
1265
$230K ﹤0.01%
1,400
-50
1266
$228K ﹤0.01%
12,420
+2,000
1267
$228K ﹤0.01%
1,053
-592
1268
$227K ﹤0.01%
11,370
1269
$227K ﹤0.01%
26,013
+7,300
1270
$227K ﹤0.01%
20,722
+5,022
1271
$225K ﹤0.01%
8,980
1272
$225K ﹤0.01%
3,830
-73
1273
$223K ﹤0.01%
4,170
-470
1274
$223K ﹤0.01%
2,700
1275
$223K ﹤0.01%
6,980
-5,600
49 50
51
52 53