Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-15,000
1302
– –
-2,000
1303
– –
-11,000
1304
– –
-4,200
1305
– –
-65,000
1306
– –
-900
1307
– –
-5,875
1308
– –
-3,000
1309
– –
-25,000
1310
– –
-25,000
1311
– –
-3,300
1312
– –
-15,900
1313
– –
-10,000
1314
– –
-81,056
1315
– –
-3,400
1316
– –
-9,900
1317
– –
-10,700
1318
– –
-22,600
1319
– –
-4,100
1320
– –
-25,000
1321
– –
-33,100
1322
– –
-7,800
1323
– –
-5,900
1324
– –
-17,300
1325
– –
-24,000
50 51 52
53
54