Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.96B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$6.47M
4
EXC icon
Exelon
EXC
+$5.62M
5
CVX icon
Chevron
CVX
+$5.36M

Top Sells

1
+$167M
2
+$15.5M
3
+$14.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.58M

Sector Composition

1 Technology 14.33%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.86%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$21K ﹤0.01%
500
-6,063
1602
$21K ﹤0.01%
1,080
-6,640
1603
$20K ﹤0.01%
+900
1604
$20K ﹤0.01%
+130
1605
$20K ﹤0.01%
+1,600
1606
$20K ﹤0.01%
+605
1607
$20K ﹤0.01%
+1,178
1608
$20K ﹤0.01%
+1,500
1609
$20K ﹤0.01%
+2,076
1610
$20K ﹤0.01%
+900
1611
$20K ﹤0.01%
+925
1612
$20K ﹤0.01%
+600
1613
$20K ﹤0.01%
+6,400
1614
$20K ﹤0.01%
+1,000
1615
$20K ﹤0.01%
+70
1616
$20K ﹤0.01%
+400
1617
$20K ﹤0.01%
+1,000
1618
$20K ﹤0.01%
+1,400
1619
$20K ﹤0.01%
+500
1620
$20K ﹤0.01%
+2,200
1621
$19K ﹤0.01%
1,200
-10,000
1622
$19K ﹤0.01%
+3,000
1623
$19K ﹤0.01%
+1,250
1624
$19K ﹤0.01%
+600
1625
$19K ﹤0.01%
+2,100
63 64
65
66 67