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
1426
$38K ﹤0.01%
1,500
1427
$37K ﹤0.01%
9,760
+2,000
1428
$37K ﹤0.01%
1,000
1429
$37K ﹤0.01%
3,000
-6,000
1430
$36K ﹤0.01%
670
+300
1431
$35K ﹤0.01%
1,525
1432
$34K ﹤0.01%
890
-1,590
1433
$34K ﹤0.01%
+1,000
1434
$33K ﹤0.01%
410
1435
$33K ﹤0.01%
7,000
+5,670
1436
$32K ﹤0.01%
920
+600
1437
$32K ﹤0.01%
5,000
1438
$32K ﹤0.01%
3,200
-800
1439
$31K ﹤0.01%
200
-800
1440
$30K ﹤0.01%
400
-650
1441
$30K ﹤0.01%
1,990
+350
1442
$30K ﹤0.01%
920
+500
1443
$28K ﹤0.01%
450
-210
1444
$28K ﹤0.01%
700
-920
1445
$28K ﹤0.01%
300
+140
1446
$28K ﹤0.01%
1,380
+800
1447
$27K ﹤0.01%
20
+4
1448
$27K ﹤0.01%
2,390
1449
$27K ﹤0.01%
1,300
-11,200
1450
$26K ﹤0.01%
310
+100
56 57
58
59 60