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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$94K ﹤0.01%
2,436
-530
1502
$94K ﹤0.01%
1,080
-150
1503
$94K ﹤0.01%
11,270
-80
1504
$94K ﹤0.01%
4,797
1505
$94K ﹤0.01%
854
+440
1506
$93K ﹤0.01%
8,120
+50
1507
$93K ﹤0.01%
3,600
1508
$92K ﹤0.01%
58,653
1509
$91K ﹤0.01%
9,878
+1,350
1510
$91K ﹤0.01%
1,675
-12
1511
$91K ﹤0.01%
1,609
-130
1512
$91K ﹤0.01%
12,650
+10,050
1513
$91K ﹤0.01%
3,520
1514
$91K ﹤0.01%
1,660
+20
1515
$90K ﹤0.01%
8,670
-63,100
1516
$90K ﹤0.01%
4,128
-100
1517
$90K ﹤0.01%
1,736
1518
$90K ﹤0.01%
3,870
-450
1519
$90K ﹤0.01%
6,248
+1,820
1520
$90K ﹤0.01%
5,333
-1,010
1521
$89K ﹤0.01%
3,458
1522
$89K ﹤0.01%
2,795
-115
1523
$88K ﹤0.01%
4,002
+500
1524
$88K ﹤0.01%
434
1525
$88K ﹤0.01%
912
-197
59 60
61
62 63