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
1701
$11K ﹤0.01%
2,600
1702
$11K ﹤0.01%
360
+150
1703
$11K ﹤0.01%
4,500
1704
$11K ﹤0.01%
600
+310
1705
$11K ﹤0.01%
610
+400
1706
$11K ﹤0.01%
420
1707
$11K ﹤0.01%
550
-90
1708
$11K ﹤0.01%
2,200
1709
$11K ﹤0.01%
570
1710
$11K ﹤0.01%
321
+207
1711
$10K ﹤0.01%
850
1712
$10K ﹤0.01%
520
-380
1713
$10K ﹤0.01%
1,270
1714
$10K ﹤0.01%
700
1715
$10K ﹤0.01%
470
+150
1716
$10K ﹤0.01%
300
-120
1717
$10K ﹤0.01%
925
1718
$10K ﹤0.01%
+500
1719
$10K ﹤0.01%
900
1720
$10K ﹤0.01%
608
1721
$10K ﹤0.01%
1,160
-840
1722
$10K ﹤0.01%
320
1723
$10K ﹤0.01%
1,000
+400
1724
$10K ﹤0.01%
200
-70
1725
$10K ﹤0.01%
370
67 68
69
70 71