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
1376
$78K ﹤0.01%
6,120
1377
$78K ﹤0.01%
1,953
1378
$78K ﹤0.01%
1,000
1379
$76K ﹤0.01%
1,190
+1,030
1380
$76K ﹤0.01%
2,000
1381
$70K ﹤0.01%
5,150
1382
$70K ﹤0.01%
2,990
-410
1383
$70K ﹤0.01%
1,900
1384
$70K ﹤0.01%
2,030
+350
1385
$69K ﹤0.01%
+7,000
1386
$68K ﹤0.01%
3,207
-5,645
1387
$68K ﹤0.01%
4,000
1388
$67K ﹤0.01%
3,100
-6,180
1389
$66K ﹤0.01%
970
+700
1390
$66K ﹤0.01%
3,500
1391
$65K ﹤0.01%
1,500
1392
$65K ﹤0.01%
1,720
+1,350
1393
$64K ﹤0.01%
3,780
-2,600
1394
$64K ﹤0.01%
1,320
1395
$64K ﹤0.01%
3,000
-1,000
1396
$64K ﹤0.01%
620
+140
1397
$62K ﹤0.01%
2,698
1398
$61K ﹤0.01%
4,170
1399
$60K ﹤0.01%
2,320
+300
1400
$56K ﹤0.01%
6,000
54 55
56
57 58