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
1551
$16K ﹤0.01%
980
+400
1552
$16K ﹤0.01%
270
1553
$16K ﹤0.01%
370
+100
1554
$16K ﹤0.01%
370
1555
$16K ﹤0.01%
420
+150
1556
$16K ﹤0.01%
480
1557
$16K ﹤0.01%
800
1558
$16K ﹤0.01%
1,330
1559
$16K ﹤0.01%
1,500
1560
$16K ﹤0.01%
1,200
-3,600
1561
$16K ﹤0.01%
1,430
1562
$16K ﹤0.01%
620
+200
1563
$16K ﹤0.01%
450
-15,550
1564
$16K ﹤0.01%
370
+100
1565
$16K ﹤0.01%
350
+250
1566
$15K ﹤0.01%
630
1567
$15K ﹤0.01%
1,180
-620
1568
$15K ﹤0.01%
980
+450
1569
$15K ﹤0.01%
270
1570
$15K ﹤0.01%
1,250
+850
1571
$15K ﹤0.01%
160
+50
1572
$15K ﹤0.01%
2,190
+700
1573
$15K ﹤0.01%
1,920
1574
$15K ﹤0.01%
500
+100
1575
$15K ﹤0.01%
+350
61 62
63
64 65