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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$35K ﹤0.01%
3,000
-26,698
1652
$35K ﹤0.01%
980
+50
1653
$35K ﹤0.01%
3,209
+2,890
1654
$35K ﹤0.01%
2,355
+385
1655
$35K ﹤0.01%
1,200
+180
1656
$34K ﹤0.01%
+530
1657
$34K ﹤0.01%
3,990
+240
1658
$34K ﹤0.01%
435
+50
1659
$34K ﹤0.01%
255
+55
1660
$34K ﹤0.01%
1,705
+815
1661
$34K ﹤0.01%
300
+80
1662
$34K ﹤0.01%
500
1663
$33K ﹤0.01%
1,265
-2,159
1664
$33K ﹤0.01%
5,225
+705
1665
$33K ﹤0.01%
+702
1666
$33K ﹤0.01%
565
+275
1667
$33K ﹤0.01%
950
1668
$32K ﹤0.01%
600
1669
$32K ﹤0.01%
11,218
+2,948
1670
$32K ﹤0.01%
810
+200
1671
$32K ﹤0.01%
640
+500
1672
$32K ﹤0.01%
400
1673
$32K ﹤0.01%
+2,200
1674
$32K ﹤0.01%
12,500
+1,920
1675
$32K ﹤0.01%
4,790
+1,000
65 66
67
68 69