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
$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 14.33%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.86%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$27K ﹤0.01%
+500
1502
$27K ﹤0.01%
+700
1503
$27K ﹤0.01%
+1,100
1504
$27K ﹤0.01%
+2,300
1505
$27K ﹤0.01%
+500
1506
$27K ﹤0.01%
+700
1507
$27K ﹤0.01%
+800
1508
$27K ﹤0.01%
+1,800
1509
$27K ﹤0.01%
2,863
-43,080
1510
$27K ﹤0.01%
+2,475
1511
$27K ﹤0.01%
+1,400
1512
$27K ﹤0.01%
+1,200
1513
$27K ﹤0.01%
+700
1514
$27K ﹤0.01%
+800
1515
$27K ﹤0.01%
+1,400
1516
$27K ﹤0.01%
+800
1517
$27K ﹤0.01%
+561
1518
$27K ﹤0.01%
+600
1519
$26K ﹤0.01%
+700
1520
$26K ﹤0.01%
+1,266
1521
$26K ﹤0.01%
+500
1522
$26K ﹤0.01%
+700
1523
$26K ﹤0.01%
+1,200
1524
$26K ﹤0.01%
+400
1525
$26K ﹤0.01%
1,525
-11,171
59 60
61
62 63