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
1651
$16K ﹤0.01%
1,260
+500
1652
$16K ﹤0.01%
640
1653
$16K ﹤0.01%
45
1654
$16K ﹤0.01%
+658
1655
$16K ﹤0.01%
2,000
-19,000
1656
$16K ﹤0.01%
250
1657
$15K ﹤0.01%
315
1658
$15K ﹤0.01%
+700
1659
$15K ﹤0.01%
700
+100
1660
$15K ﹤0.01%
130
1661
$15K ﹤0.01%
220
1662
$15K ﹤0.01%
170
1663
$15K ﹤0.01%
215
1664
$15K ﹤0.01%
270
1665
$15K ﹤0.01%
340
-150
1666
$14K ﹤0.01%
560
1667
$14K ﹤0.01%
1,390
1668
$14K ﹤0.01%
+500
1669
$14K ﹤0.01%
330
1670
$14K ﹤0.01%
358
-9
1671
$14K ﹤0.01%
274
1672
$14K ﹤0.01%
360
1673
$14K ﹤0.01%
560
1674
$14K ﹤0.01%
530
1675
$14K ﹤0.01%
270
65 66
67
68 69