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
1726
$10K ﹤0.01%
360
+150
1727
$10K ﹤0.01%
670
+300
1728
$10K ﹤0.01%
400
+300
1729
$10K ﹤0.01%
634
-36
1730
$10K ﹤0.01%
1,340
-660
1731
$10K ﹤0.01%
270
1732
$10K ﹤0.01%
420
1733
$10K ﹤0.01%
420
1734
$10K ﹤0.01%
810
+600
1735
$10K ﹤0.01%
+400
1736
$10K ﹤0.01%
1,100
-400
1737
$10K ﹤0.01%
320
1738
$10K ﹤0.01%
870
+550
1739
$10K ﹤0.01%
530
1740
$10K ﹤0.01%
250
+200
1741
$10K ﹤0.01%
310
+150
1742
$9K ﹤0.01%
160
1743
$9K ﹤0.01%
370
1744
$9K ﹤0.01%
1,060
-4,700
1745
$9K ﹤0.01%
410
1746
$9K ﹤0.01%
270
1747
$9K ﹤0.01%
+600
1748
$9K ﹤0.01%
1,400
1749
$9K ﹤0.01%
320
1750
$9K ﹤0.01%
640
68 69
70
71 72