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
1376
$62K ﹤0.01%
+3,300
1377
$62K ﹤0.01%
+1,200
1378
$61K ﹤0.01%
+2,100
1379
$60K ﹤0.01%
+3,016
1380
$60K ﹤0.01%
+1,500
1381
$58K ﹤0.01%
+1,100
1382
$58K ﹤0.01%
3,600
-7,800
1383
$58K ﹤0.01%
+4,600
1384
$58K ﹤0.01%
+300
1385
$57K ﹤0.01%
+5,900
1386
$56K ﹤0.01%
+11,000
1387
$56K ﹤0.01%
4,000
-13,900
1388
$54K ﹤0.01%
+3,200
1389
$53K ﹤0.01%
+1,300
1390
$53K ﹤0.01%
+7,400
1391
$53K ﹤0.01%
+500
1392
$53K ﹤0.01%
+400
1393
$52K ﹤0.01%
+3,100
1394
$52K ﹤0.01%
3,200
-10,300
1395
$52K ﹤0.01%
+1,500
1396
$52K ﹤0.01%
+2,100
1397
$52K ﹤0.01%
+5,300
1398
$49K ﹤0.01%
+1,600
1399
$49K ﹤0.01%
+2,900
1400
$49K ﹤0.01%
+2,261
54 55
56
57 58