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
1676
$11K ﹤0.01%
530
1677
$11K ﹤0.01%
210
1678
$11K ﹤0.01%
11
+9
1679
$11K ﹤0.01%
700
-260
1680
$11K ﹤0.01%
310
+200
1681
$11K ﹤0.01%
520
+150
1682
$11K ﹤0.01%
2,170
+1,750
1683
$11K ﹤0.01%
310
-190
1684
$11K ﹤0.01%
+500
1685
$11K ﹤0.01%
800
1686
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640
1687
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+200
1688
$11K ﹤0.01%
210
1689
$11K ﹤0.01%
+560
1690
$11K ﹤0.01%
+300
1691
$11K ﹤0.01%
870
+500
1692
$11K ﹤0.01%
+150
1693
$11K ﹤0.01%
570
-550
1694
$11K ﹤0.01%
500
+230
1695
$11K ﹤0.01%
230
-2,000
1696
$11K ﹤0.01%
490
+300
1697
$11K ﹤0.01%
530
1698
$11K ﹤0.01%
270
1699
$11K ﹤0.01%
640
1700
$11K ﹤0.01%
210
+100
66 67
68
69 70