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
1526
$18K ﹤0.01%
1,070
-150
1527
$17K ﹤0.01%
676
+246
1528
$17K ﹤0.01%
1,660
+700
1529
$17K ﹤0.01%
57
1530
$17K ﹤0.01%
420
1531
$17K ﹤0.01%
530
-2,500
1532
$17K ﹤0.01%
500
+180
1533
$17K ﹤0.01%
480
1534
$17K ﹤0.01%
471
-206
1535
$17K ﹤0.01%
700
-300
1536
$17K ﹤0.01%
150
+100
1537
$17K ﹤0.01%
2,270
+1,050
1538
$17K ﹤0.01%
1,270
1539
$17K ﹤0.01%
480
1540
$17K ﹤0.01%
700
+400
1541
$17K ﹤0.01%
2,530
+1,100
1542
$17K ﹤0.01%
1,200
1543
$17K ﹤0.01%
690
1544
$16K ﹤0.01%
270
1545
$16K ﹤0.01%
550
+350
1546
$16K ﹤0.01%
426
-250
1547
$16K ﹤0.01%
230
+100
1548
$16K ﹤0.01%
830
+300
1549
$16K ﹤0.01%
410
+300
1550
$16K ﹤0.01%
570
+250
60 61
62
63 64