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
$8.98B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,032
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$26.5M
3 +$14.7M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$6.26M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.64M

Top Sells

1 +$44.8M
2 +$31.5M
3 +$27.8M
4
ESRX
Express Scripts Holding Company
ESRX
+$23.1M
5
BAC icon
Bank of America
BAC
+$21.7M

Sector Composition

1 Technology 16.79%
2 Healthcare 16.35%
3 Financials 15.01%
4 Industrials 9.64%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$12K ﹤0.01%
330
-44,569
1602
$12K ﹤0.01%
467
1603
$12K ﹤0.01%
220
1604
$12K ﹤0.01%
170
1605
$12K ﹤0.01%
415
1606
$12K ﹤0.01%
210
1607
$12K ﹤0.01%
560
1608
$12K ﹤0.01%
550
1609
$12K ﹤0.01%
390
1610
$12K ﹤0.01%
385
1611
$12K ﹤0.01%
280
1612
$12K ﹤0.01%
150
1613
$12K ﹤0.01%
800
1614
$12K ﹤0.01%
500
1615
$12K ﹤0.01%
425
1616
$12K ﹤0.01%
460
1617
$12K ﹤0.01%
500
+200
1618
$12K ﹤0.01%
250
1619
$11K ﹤0.01%
160
1620
$11K ﹤0.01%
210
1621
$11K ﹤0.01%
670
1622
$11K ﹤0.01%
200
1623
$11K ﹤0.01%
1,390
1624
$11K ﹤0.01%
130
1625
$11K ﹤0.01%
630