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
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.08%
3 Healthcare 12.55%
4 Industrials 10.69%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$36K ﹤0.01%
2,400
-500
1477
$36K ﹤0.01%
1,600
1478
$36K ﹤0.01%
1,525
1479
$36K ﹤0.01%
550
1480
$36K ﹤0.01%
1,500
-7,000
1481
$36K ﹤0.01%
2,500
1482
$36K ﹤0.01%
2,795
1483
$36K ﹤0.01%
663
1484
$35K ﹤0.01%
500
1485
$35K ﹤0.01%
1,000
1486
$35K ﹤0.01%
500
1487
$35K ﹤0.01%
500
1488
$35K ﹤0.01%
1,000
1489
$35K ﹤0.01%
+3,000
1490
$35K ﹤0.01%
1,500
1491
$34K ﹤0.01%
1,800
1492
$34K ﹤0.01%
500
1493
$34K ﹤0.01%
600
1494
$34K ﹤0.01%
1,800
1495
$34K ﹤0.01%
800
1496
$34K ﹤0.01%
250
-150
1497
$33K ﹤0.01%
1,100
1498
$33K ﹤0.01%
400
1499
$33K ﹤0.01%
900
1500
$33K ﹤0.01%
375
+250
58 59
60
61 62