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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$133K ﹤0.01%
2,319
1402
$132K ﹤0.01%
6,695
+1,285
1403
$131K ﹤0.01%
1,800
-137,200
1404
$131K ﹤0.01%
1,972
-660
1405
$131K ﹤0.01%
2,754
1406
$131K ﹤0.01%
9,140
1407
$130K ﹤0.01%
3,251
-100
1408
$130K ﹤0.01%
3,265
-280
1409
$130K ﹤0.01%
4,951
-20
1410
$130K ﹤0.01%
7,063
-1,199
1411
$129K ﹤0.01%
6,120
+4,000
1412
$128K ﹤0.01%
1,960
-57,800
1413
$128K ﹤0.01%
11,496
-510
1414
$128K ﹤0.01%
838
-140
1415
$128K ﹤0.01%
2,545
-539
1416
$127K ﹤0.01%
1,541
-150
1417
$127K ﹤0.01%
4,081
1418
$127K ﹤0.01%
20,521
+17,100
1419
$127K ﹤0.01%
1,348
+800
1420
$126K ﹤0.01%
16,962
-3,550
1421
$126K ﹤0.01%
2,462
-270
1422
$126K ﹤0.01%
4,536
1423
$125K ﹤0.01%
1,362
+400
1424
$125K ﹤0.01%
3,935
-635
1425
$125K ﹤0.01%
2,122
+350
55 56
57
58 59