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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$150K ﹤0.01%
6,432
+4,600
1352
$150K ﹤0.01%
9,350
+2,350
1353
$150K ﹤0.01%
+2,168
1354
$149K ﹤0.01%
9,510
-12,005
1355
$148K ﹤0.01%
17,700
+17,425
1356
$146K ﹤0.01%
6,000
+3,000
1357
$143K ﹤0.01%
+10,000
1358
$142K ﹤0.01%
2,395
-505
1359
$141K ﹤0.01%
9,500
1360
$141K ﹤0.01%
16,750
+13,100
1361
$141K ﹤0.01%
4,400
1362
$140K ﹤0.01%
3,070
-1,765
1363
$139K ﹤0.01%
17,000
+1,500
1364
$139K ﹤0.01%
19,700
1365
$138K ﹤0.01%
3,185
-5,625
1366
$138K ﹤0.01%
+1,500
1367
$136K ﹤0.01%
7,950
+450
1368
$135K ﹤0.01%
5,310
+310
1369
$135K ﹤0.01%
2,750
+110
1370
$134K ﹤0.01%
32,500
-13,000
1371
$134K ﹤0.01%
18,712
+4,917
1372
$134K ﹤0.01%
5,703
+140
1373
$134K ﹤0.01%
6,000
-170
1374
$133K ﹤0.01%
3,000
1375
$133K ﹤0.01%
6,300
+2,400
53 54
55
56 57