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
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.2M 0.14%
196,444
-139
152
$9.9M 0.14%
309,957
-97,800
153
$9.9M 0.14%
233,792
+4,300
154
$9.8M 0.14%
93,470
-1,100
155
$9.55M 0.13%
765,400
156
$9.54M 0.13%
77,307
+40
157
$9.35M 0.13%
246,388
+14,350
158
$9.32M 0.13%
77,361
-3,708
159
$9.17M 0.13%
230,600
160
$9.16M 0.13%
167,826
+200
161
$9.15M 0.13%
165,329
+2,200
162
$8.98M 0.13%
238,983
-600
163
$8.95M 0.13%
80,615
+205
164
$8.85M 0.12%
135,020
-1,000
165
$8.79M 0.12%
172,165
+2,100
166
$8.69M 0.12%
160,062
+6,500
167
$8.61M 0.12%
211,184
168
$8.55M 0.12%
102,791
+12,165
169
$8.44M 0.12%
175,190
-100
170
$8.36M 0.12%
88,627
-630
171
$8.35M 0.12%
122,132
-300
172
$8.33M 0.12%
144,822
+1,000
173
$8.25M 0.12%
426,639
+3,100
174
$8.22M 0.12%
126,385
+400
175
$8.16M 0.11%
199,650
-17,414
5 6
7
8 9