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
1451
$26K ﹤0.01%
280
+150
1452
$26K ﹤0.01%
500
1453
$26K ﹤0.01%
890
+250
1454
$25K ﹤0.01%
3,000
1455
$25K ﹤0.01%
320
1456
$25K ﹤0.01%
1,760
-13,823
1457
$24K ﹤0.01%
470
+200
1458
$24K ﹤0.01%
920
-500
1459
$24K ﹤0.01%
866
+309
1460
$24K ﹤0.01%
1,330
-800
1461
$24K ﹤0.01%
500
-500
1462
$24K ﹤0.01%
+300
1463
$23K ﹤0.01%
370
1464
$23K ﹤0.01%
940
+200
1465
$23K ﹤0.01%
1,230
+750
1466
$23K ﹤0.01%
520
+200
1467
$23K ﹤0.01%
840
+200
1468
$23K ﹤0.01%
740
1469
$23K ﹤0.01%
270
1470
$23K ﹤0.01%
260
+50
1471
$22K ﹤0.01%
700
+500
1472
$22K ﹤0.01%
960
1473
$22K ﹤0.01%
3,300
-8,800
1474
$22K ﹤0.01%
440
+200
1475
$22K ﹤0.01%
780
+250
57 58
59
60 61