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
1676
$16K ﹤0.01%
+500
1677
$16K ﹤0.01%
+900
1678
$16K ﹤0.01%
+800
1679
$16K ﹤0.01%
+600
1680
$16K ﹤0.01%
+1,100
1681
$16K ﹤0.01%
+400
1682
$16K ﹤0.01%
+300
1683
$16K ﹤0.01%
+2,000
1684
$16K ﹤0.01%
+300
1685
$16K ﹤0.01%
+800
1686
$16K ﹤0.01%
2,600
-15,800
1687
$16K ﹤0.01%
+900
1688
$16K ﹤0.01%
+1,000
1689
$16K ﹤0.01%
+400
1690
$15K ﹤0.01%
+529
1691
$15K ﹤0.01%
+1,000
1692
$15K ﹤0.01%
+400
1693
$15K ﹤0.01%
+900
1694
$15K ﹤0.01%
+600
1695
$15K ﹤0.01%
+300
1696
$15K ﹤0.01%
+1,300
1697
$15K ﹤0.01%
+600
1698
$15K ﹤0.01%
+2,040
1699
$15K ﹤0.01%
+1,000
1700
$15K ﹤0.01%
+1,100
66 67
68
69 70