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
$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 14.35%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.84%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$19K ﹤0.01%
+1,000
1627
$19K ﹤0.01%
+300
1628
$19K ﹤0.01%
+1,200
1629
$19K ﹤0.01%
+306
1630
$19K ﹤0.01%
+69
1631
$19K ﹤0.01%
+300
1632
$19K ﹤0.01%
+500
1633
$19K ﹤0.01%
+900
1634
$19K ﹤0.01%
+500
1635
$19K ﹤0.01%
1,200
-10,000
1636
$19K ﹤0.01%
+3,000
1637
$19K ﹤0.01%
+1,250
1638
$19K ﹤0.01%
+600
1639
$19K ﹤0.01%
+1,000
1640
$18K ﹤0.01%
+300
1641
$18K ﹤0.01%
+1,800
1642
$18K ﹤0.01%
+500
1643
$18K ﹤0.01%
+170
1644
$18K ﹤0.01%
+400
1645
$18K ﹤0.01%
+2,800
1646
$18K ﹤0.01%
+1,735
1647
$18K ﹤0.01%
+1,000
1648
$18K ﹤0.01%
22
-180
1649
$18K ﹤0.01%
+2,300
1650
$18K ﹤0.01%
+400
64 65
66
67 68