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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$75K ﹤0.01%
5,700
-2,600
1502
$75K ﹤0.01%
5,200
1503
$75K ﹤0.01%
11,600
1504
$74K ﹤0.01%
12,550
-750
1505
$74K ﹤0.01%
9,120
+3,229
1506
$73K ﹤0.01%
8,405
-12,590
1507
$73K ﹤0.01%
10,135
+800
1508
$73K ﹤0.01%
1,192
-8,320
1509
$72K ﹤0.01%
6,200
-18,200
1510
$72K ﹤0.01%
2,925
1511
$72K ﹤0.01%
5,900
1512
$72K ﹤0.01%
6,000
+260
1513
$72K ﹤0.01%
10,400
1514
$71K ﹤0.01%
4,950
+250
1515
$71K ﹤0.01%
27
+6
1516
$71K ﹤0.01%
875
+15
1517
$71K ﹤0.01%
7,910
+5,410
1518
$71K ﹤0.01%
27,570
+1,970
1519
$70K ﹤0.01%
+2,200
1520
$70K ﹤0.01%
4,800
1521
$69K ﹤0.01%
4,220
+700
1522
$69K ﹤0.01%
2,400
+1,450
1523
$69K ﹤0.01%
200
1524
$69K ﹤0.01%
+3,300
1525
$69K ﹤0.01%
+20,573
59 60
61
62 63