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
$6.96B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$6.47M
4
EXC icon
Exelon
EXC
+$5.62M
5
CVX icon
Chevron
CVX
+$5.36M

Top Sells

1
+$167M
2
+$15.5M
3
+$14.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.58M

Sector Composition

1 Technology 14.35%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.84%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$89K ﹤0.01%
+10,300
1352
$88K ﹤0.01%
+4,400
1353
$86K ﹤0.01%
1,700
-3,200
1354
$86K ﹤0.01%
+7,300
1355
$84K ﹤0.01%
+393
1356
$84K ﹤0.01%
+275
1357
$83K ﹤0.01%
+600
1358
$83K ﹤0.01%
+11,800
1359
$80K ﹤0.01%
+7,140
1360
$80K ﹤0.01%
+6,300
1361
$79K ﹤0.01%
+2
1362
$76K ﹤0.01%
+1,600
1363
$76K ﹤0.01%
+4,000
1364
$75K ﹤0.01%
+1,300
1365
$74K ﹤0.01%
2,343
-7,800
1366
$73K ﹤0.01%
+10,000
1367
$73K ﹤0.01%
+1,600
1368
$72K ﹤0.01%
+4,000
1369
$70K ﹤0.01%
+6,000
1370
$67K ﹤0.01%
+2,000
1371
$66K ﹤0.01%
+3,100
1372
$65K ﹤0.01%
+1,800
1373
$63K ﹤0.01%
+2,000
1374
$63K ﹤0.01%
3,730
-11,800
1375
$62K ﹤0.01%
+4,800
53 54
55
56 57