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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$12K ﹤0.01%
960
-420
1652
$12K ﹤0.01%
1,680
+1,200
1653
$12K ﹤0.01%
1,000
+600
1654
$12K ﹤0.01%
2,400
+140
1655
$12K ﹤0.01%
900
1656
$12K ﹤0.01%
1,060
1657
$12K ﹤0.01%
234
1658
$12K ﹤0.01%
520
-330
1659
$12K ﹤0.01%
320
1660
$12K ﹤0.01%
480
1661
$12K ﹤0.01%
270
-100
1662
$12K ﹤0.01%
310
1663
$12K ﹤0.01%
426
-19,474
1664
$12K ﹤0.01%
600
-3,720
1665
$12K ﹤0.01%
750
+10
1666
$12K ﹤0.01%
420
1667
$12K ﹤0.01%
160
1668
$12K ﹤0.01%
290
-130
1669
$12K ﹤0.01%
210
-110
1670
$12K ﹤0.01%
1,250
+550
1671
$12K ﹤0.01%
204
+140
1672
$12K ﹤0.01%
1,270
1673
$12K ﹤0.01%
1,600
+300
1674
$12K ﹤0.01%
121
-93
1675
$12K ﹤0.01%
650
-250
65 66
67
68 69