Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 15.43%
3 Healthcare 13.85%
4 Industrials 10.85%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$11K ﹤0.01%
11
+9
1677
$11K ﹤0.01%
700
-260
1678
$11K ﹤0.01%
310
+200
1679
$11K ﹤0.01%
520
+150
1680
$11K ﹤0.01%
2,170
+1,750
1681
$11K ﹤0.01%
44
-27
1682
$11K ﹤0.01%
+500
1683
$11K ﹤0.01%
800
1684
$11K ﹤0.01%
640
1685
$11K ﹤0.01%
+200
1686
$11K ﹤0.01%
210
1687
$11K ﹤0.01%
+560
1688
$11K ﹤0.01%
+300
1689
$11K ﹤0.01%
870
+500
1690
$11K ﹤0.01%
+150
1691
$11K ﹤0.01%
570
-550
1692
$11K ﹤0.01%
500
+230
1693
$11K ﹤0.01%
490
+300
1694
$11K ﹤0.01%
530
1695
$11K ﹤0.01%
600
+310
1696
$11K ﹤0.01%
610
+400
1697
$11K ﹤0.01%
420
1698
$11K ﹤0.01%
550
-90
1699
$11K ﹤0.01%
2,200
1700
$11K ﹤0.01%
270
66 67
68
69 70