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
1326
$123K ﹤0.01%
2,020
+1,070
1327
$123K ﹤0.01%
+11,375
1328
$121K ﹤0.01%
1,031
1329
$121K ﹤0.01%
2,295
1330
$121K ﹤0.01%
1,800
-700
1331
$120K ﹤0.01%
3,100
-1,810
1332
$117K ﹤0.01%
6,700
1333
$117K ﹤0.01%
6,100
1334
$116K ﹤0.01%
2,200
1335
$115K ﹤0.01%
8,200
-3,500
1336
$115K ﹤0.01%
2,200
-300
1337
$114K ﹤0.01%
3,000
1338
$112K ﹤0.01%
3,317
1339
$109K ﹤0.01%
1,250
1340
$106K ﹤0.01%
1,933
1341
$105K ﹤0.01%
5,500
-7,520
1342
$105K ﹤0.01%
3,940
+150
1343
$105K ﹤0.01%
1,760
+150
1344
$104K ﹤0.01%
5,580
1345
$101K ﹤0.01%
9,580
+800
1346
$100K ﹤0.01%
+12,700
1347
$100K ﹤0.01%
6,600
+600
1348
$100K ﹤0.01%
5,800
1349
$100K ﹤0.01%
5,890
-5,000
1350
$98K ﹤0.01%
10,500
-12,300
52 53
54
55 56