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
1276
$159K ﹤0.01%
28,800
-240,640
1277
$158K ﹤0.01%
5,600
+450
1278
$158K ﹤0.01%
1,200
-5,000
1279
$158K ﹤0.01%
22,910
1280
$157K ﹤0.01%
8,000
1281
$157K ﹤0.01%
20,110
+17,990
1282
$157K ﹤0.01%
3,210
1283
$156K ﹤0.01%
14,300
+2,500
1284
$156K ﹤0.01%
3,660
-110
1285
$156K ﹤0.01%
3,100
1286
$154K ﹤0.01%
9,050
-9,800
1287
$153K ﹤0.01%
4,700
-5,000
1288
$153K ﹤0.01%
8,100
-46,700
1289
$152K ﹤0.01%
10,000
1290
$152K ﹤0.01%
+10,000
1291
$152K ﹤0.01%
3,000
1292
$151K ﹤0.01%
10,000
-420
1293
$151K ﹤0.01%
12,199
+8,500
1294
$150K ﹤0.01%
2,670
1295
$149K ﹤0.01%
5,950
1296
$146K ﹤0.01%
4,500
1297
$145K ﹤0.01%
5,350
-6,560
1298
$144K ﹤0.01%
3,522
1299
$144K ﹤0.01%
+3,700
1300
$144K ﹤0.01%
8,760
+700
50 51
52
53 54