Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$26.2M
3
+$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1
+$40.3M
2
+$35.2M
3
+$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$19K ﹤0.01%
+4,595
1627
$19K ﹤0.01%
+1,000
1628
$19K ﹤0.01%
+850
1629
$18K ﹤0.01%
13
-234
1630
$18K ﹤0.01%
365
1631
$18K ﹤0.01%
200
-100
1632
$18K ﹤0.01%
467
1633
$18K ﹤0.01%
370
1634
$18K ﹤0.01%
585
+200
1635
$18K ﹤0.01%
2,320
+1,420
1636
$18K ﹤0.01%
320
1637
$18K ﹤0.01%
740
1638
$18K ﹤0.01%
155
1639
$17K ﹤0.01%
320
1640
$17K ﹤0.01%
550
+100
1641
$17K ﹤0.01%
+200
1642
$17K ﹤0.01%
515
+200
1643
$17K ﹤0.01%
+200
1644
$17K ﹤0.01%
770
1645
$17K ﹤0.01%
+1,490
1646
$17K ﹤0.01%
500
1647
$16K ﹤0.01%
200
1648
$16K ﹤0.01%
340
1649
$16K ﹤0.01%
310
1650
$16K ﹤0.01%
1,200
-100
64 65
66
67 68