Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$26.2M
3
+$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1
+$40.3M
2
+$35.2M
3
+$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$77K ﹤0.01%
2,900
1477
$77K ﹤0.01%
4,670
+4,100
1478
$76K ﹤0.01%
2,360
1479
$75K ﹤0.01%
2,494
1480
$74K ﹤0.01%
2,000
1481
$74K ﹤0.01%
+1,670
1482
$74K ﹤0.01%
3,550
-250
1483
$74K ﹤0.01%
12,030
+4,000
1484
$74K ﹤0.01%
17,500
1485
$73K ﹤0.01%
5,000
1486
$72K ﹤0.01%
2,830
1487
$72K ﹤0.01%
+410
1488
$72K ﹤0.01%
+2,519
1489
$70K ﹤0.01%
+15
1490
$70K ﹤0.01%
1,660
+150
1491
$70K ﹤0.01%
+3,000
1492
$69K ﹤0.01%
+10,000
1493
$69K ﹤0.01%
+2,505
1494
$69K ﹤0.01%
2,270
+800
1495
$68K ﹤0.01%
3,410
+2,310
1496
$67K ﹤0.01%
2,500
1497
$67K ﹤0.01%
6,800
1498
$66K ﹤0.01%
3,600
1499
$66K ﹤0.01%
3,385
+3,085
1500
$65K ﹤0.01%
4,500
58 59
60
61 62