Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$26.2M
3
+$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1
+$40.3M
2
+$35.2M
3
+$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$39K ﹤0.01%
430
1552
$39K ﹤0.01%
2,000
1553
$37K ﹤0.01%
+3
1554
$37K ﹤0.01%
3,100
1555
$35K ﹤0.01%
2,706
+1,700
1556
$35K ﹤0.01%
1,340
1557
$34K ﹤0.01%
1,110
1558
$34K ﹤0.01%
+560
1559
$34K ﹤0.01%
275
+50
1560
$34K ﹤0.01%
920
1561
$34K ﹤0.01%
2,650
-26,450
1562
$34K ﹤0.01%
500
+100
1563
$34K ﹤0.01%
+3,985
1564
$33K ﹤0.01%
1,700
1565
$32K ﹤0.01%
930
1566
$32K ﹤0.01%
400
-1,650
1567
$32K ﹤0.01%
1,200
+300
1568
$31K ﹤0.01%
+450
1569
$31K ﹤0.01%
2,785
-15,615
1570
$30K ﹤0.01%
470
1571
$30K ﹤0.01%
175
1572
$30K ﹤0.01%
3,435
1573
$30K ﹤0.01%
3,000
1574
$30K ﹤0.01%
180
1575
$30K ﹤0.01%
1,550
-1,000
61 62
63
64 65