Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.4M 0.17%
318,773
-1,841
127
$12.3M 0.17%
85,714
-100
128
$12.3M 0.17%
150,702
+500
129
$12.2M 0.17%
158,451
-1,100
130
$12.2M 0.17%
130,359
-4,100
131
$12.2M 0.17%
189,191
+9,400
132
$12M 0.17%
157,458
-700
133
$11.7M 0.16%
224,013
-1,700
134
$11.7M 0.16%
128,138
-1,390
135
$11.6M 0.16%
141,808
-700
136
$11.6M 0.16%
150,654
-1,400
137
$11.6M 0.16%
269,310
+8,700
138
$11.5M 0.16%
308,275
-6,240
139
$11.2M 0.16%
199,204
-23,850
140
$11.2M 0.16%
381,686
141
$11.2M 0.16%
242,372
-573
142
$11.1M 0.16%
109,622
-2,100
143
$11M 0.15%
112,473
-4,050
144
$11M 0.15%
149,527
-331
145
$11M 0.15%
245,350
+5,600
146
$10.9M 0.15%
160,327
-2,000
147
$10.7M 0.15%
366,990
-20,000
148
$10.7M 0.15%
174,065
-800
149
$10.7M 0.15%
121,520
-700
150
$10.4M 0.15%
198,337
+100
4 5
6
7 8