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
1401
$47K ﹤0.01%
+2,000
1402
$47K ﹤0.01%
+600
1403
$47K ﹤0.01%
+500
1404
$45K ﹤0.01%
+800
1405
$45K ﹤0.01%
+1,730
1406
$45K ﹤0.01%
+2,000
1407
$44K ﹤0.01%
+2,500
1408
$44K ﹤0.01%
+800
1409
$43K ﹤0.01%
+641
1410
$43K ﹤0.01%
+3,300
1411
$43K ﹤0.01%
+946
1412
$43K ﹤0.01%
+1,700
1413
$43K ﹤0.01%
960
-3,840
1414
$43K ﹤0.01%
+1,621
1415
$42K ﹤0.01%
3,800
-10,100
1416
$42K ﹤0.01%
+310
1417
$42K ﹤0.01%
+1,709
1418
$41K ﹤0.01%
+7,300
1419
$41K ﹤0.01%
+900
1420
$41K ﹤0.01%
+2,100
1421
$40K ﹤0.01%
+1,700
1422
$40K ﹤0.01%
+1,000
1423
$40K ﹤0.01%
+500
1424
$39K ﹤0.01%
+600
1425
$39K ﹤0.01%
+800
55 56
57
58 59