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
1501
$19K ﹤0.01%
1,140
+500
1502
$19K ﹤0.01%
880
+350
1503
$19K ﹤0.01%
1,723
+623
1504
$19K ﹤0.01%
177
+100
1505
$19K ﹤0.01%
850
+650
1506
$19K ﹤0.01%
1,000
1507
$19K ﹤0.01%
400
1508
$19K ﹤0.01%
2,100
+1,900
1509
$19K ﹤0.01%
740
1510
$18K ﹤0.01%
1,050
+850
1511
$18K ﹤0.01%
460
+300
1512
$18K ﹤0.01%
1,600
1513
$18K ﹤0.01%
600
+500
1514
$18K ﹤0.01%
370
1515
$18K ﹤0.01%
540
-100
1516
$18K ﹤0.01%
510
+350
1517
$18K ﹤0.01%
370
+100
1518
$18K ﹤0.01%
467
1519
$18K ﹤0.01%
240
1520
$18K ﹤0.01%
+300
1521
$18K ﹤0.01%
270
1522
$18K ﹤0.01%
210
+50
1523
$18K ﹤0.01%
960
1524
$18K ﹤0.01%
780
+250
1525
$18K ﹤0.01%
470
+150
59 60
61
62 63