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
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$26.2M
3
+$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1
+$40.3M
2
+$35.2M
3
+$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.48%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.83%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$11K ﹤0.01%
920
1727
$11K ﹤0.01%
160
-50
1728
$11K ﹤0.01%
300
1729
$11K ﹤0.01%
+175
1730
$11K ﹤0.01%
608
1731
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600
1732
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120
1733
$11K ﹤0.01%
650
1734
$11K ﹤0.01%
520
1735
$11K ﹤0.01%
700
1736
$11K ﹤0.01%
980
1737
$11K ﹤0.01%
320
1738
$11K ﹤0.01%
460
1739
$11K ﹤0.01%
+597
1740
$11K ﹤0.01%
100
1741
$10K ﹤0.01%
260
1742
$10K ﹤0.01%
450
1743
$10K ﹤0.01%
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1744
$10K ﹤0.01%
140
1745
$10K ﹤0.01%
14
-4
1746
$10K ﹤0.01%
160
1747
$10K ﹤0.01%
210
1748
$10K ﹤0.01%
270
1749
$10K ﹤0.01%
210
1750
$10K ﹤0.01%
300
-4,450
68 69
70
71 72