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
1351
$97K ﹤0.01%
4,600
1352
$97K ﹤0.01%
2,720
-50
1353
$97K ﹤0.01%
2,693
-42
1354
$96K ﹤0.01%
3,300
1355
$95K ﹤0.01%
6,010
+5,900
1356
$94K ﹤0.01%
2,720
1357
$94K ﹤0.01%
2,320
+1,360
1358
$93K ﹤0.01%
2,445
1359
$90K ﹤0.01%
4,000
1360
$89K ﹤0.01%
5,940
-490
1361
$87K ﹤0.01%
756
-577
1362
$87K ﹤0.01%
900
-600
1363
$86K ﹤0.01%
4,500
1364
$86K ﹤0.01%
4,800
1365
$85K ﹤0.01%
2,040
-80
1366
$85K ﹤0.01%
1,810
+100
1367
$85K ﹤0.01%
7,000
-3,000
1368
$84K ﹤0.01%
1,800
+1,400
1369
$83K ﹤0.01%
1,160
1370
$83K ﹤0.01%
1,700
1371
$82K ﹤0.01%
1,530
1372
$81K ﹤0.01%
12,400
-12,600
1373
$81K ﹤0.01%
12,100
+4,800
1374
$79K ﹤0.01%
3,698
1375
$78K ﹤0.01%
1,460
53 54
55
56 57