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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$70K ﹤0.01%
4,497
1602
$70K ﹤0.01%
3,034
+3,000
1603
$70K ﹤0.01%
2,550
1604
$69K ﹤0.01%
4,583
-2,963
1605
$69K ﹤0.01%
5,297
-143,460
1606
$68K ﹤0.01%
1,307
1607
$67K ﹤0.01%
1,844
1608
$67K ﹤0.01%
2,429
-440
1609
$67K ﹤0.01%
1,747
-619
1610
$67K ﹤0.01%
703
-600
1611
$67K ﹤0.01%
741
+490
1612
$66K ﹤0.01%
908
+440
1613
$65K ﹤0.01%
691
-39
1614
$65K ﹤0.01%
1,950
+1,250
1615
$65K ﹤0.01%
3,400
1616
$65K ﹤0.01%
2,133
+610
1617
$65K ﹤0.01%
14,130
+1,280
1618
$65K ﹤0.01%
2,193
-57
1619
$65K ﹤0.01%
2,020
-210
1620
$65K ﹤0.01%
+4,000
1621
$65K ﹤0.01%
995
1622
$64K ﹤0.01%
3,905
-22,094
1623
$64K ﹤0.01%
950
+936
1624
$64K ﹤0.01%
1,712
-54,940
1625
$63K ﹤0.01%
7,076
63 64
65
66 67