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
1451
$34K ﹤0.01%
+1,800
1452
$34K ﹤0.01%
+4,700
1453
$34K ﹤0.01%
+519
1454
$34K ﹤0.01%
+800
1455
$33K ﹤0.01%
+4,500
1456
$33K ﹤0.01%
+1,000
1457
$33K ﹤0.01%
+623
1458
$33K ﹤0.01%
+2,775
1459
$32K ﹤0.01%
+1,500
1460
$32K ﹤0.01%
+500
1461
$32K ﹤0.01%
+1,800
1462
$32K ﹤0.01%
+600
1463
$32K ﹤0.01%
+2,260
1464
$32K ﹤0.01%
+2,300
1465
$32K ﹤0.01%
+75
1466
$31K ﹤0.01%
+3,000
1467
$31K ﹤0.01%
+1,000
1468
$31K ﹤0.01%
+2,500
1469
$31K ﹤0.01%
3,000
-43,100
1470
$31K ﹤0.01%
+2,100
1471
$31K ﹤0.01%
+1,500
1472
$31K ﹤0.01%
+4,900
1473
$31K ﹤0.01%
+700
1474
$30K ﹤0.01%
+900
1475
$30K ﹤0.01%
+2,700
57 58
59
60 61