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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$47K ﹤0.01%
3,200
+800
1602
$46K ﹤0.01%
2,100
+2,000
1603
$45K ﹤0.01%
880
1604
$45K ﹤0.01%
3,700
1605
$44K ﹤0.01%
4,253
+1,118
1606
$44K ﹤0.01%
2,689
+706
1607
$44K ﹤0.01%
400
1608
$44K ﹤0.01%
16,500
1609
$43K ﹤0.01%
12,800
1610
$43K ﹤0.01%
3,100
1611
$43K ﹤0.01%
1,025
-3,730
1612
$43K ﹤0.01%
3,600
-5,000
1613
$43K ﹤0.01%
375
+25
1614
$42K ﹤0.01%
1,100
+100
1615
$42K ﹤0.01%
1,100
1616
$42K ﹤0.01%
+270
1617
$42K ﹤0.01%
1,350
-3,270
1618
$42K ﹤0.01%
490
+80
1619
$42K ﹤0.01%
500
+100
1620
$42K ﹤0.01%
1,200
+600
1621
$42K ﹤0.01%
240
+20
1622
$41K ﹤0.01%
3,700
1623
$41K ﹤0.01%
1,475
+105
1624
$41K ﹤0.01%
+10,000
1625
$41K ﹤0.01%
16,800
-2,390
63 64
65
66 67