Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
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 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11K ﹤0.01%
608
1727
$11K ﹤0.01%
600
1728
$11K ﹤0.01%
120
1729
$11K ﹤0.01%
490
1730
$11K ﹤0.01%
+450
1731
$11K ﹤0.01%
+150
1732
$11K ﹤0.01%
100
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%
1,110
1740
$11K ﹤0.01%
+597
1741
$10K ﹤0.01%
520
1742
$10K ﹤0.01%
210
1743
$10K ﹤0.01%
745
1744
$10K ﹤0.01%
490
1745
$10K ﹤0.01%
+745
1746
$10K ﹤0.01%
250
1747
$10K ﹤0.01%
490
1748
$10K ﹤0.01%
563
+375
1749
$10K ﹤0.01%
125
1750
$10K ﹤0.01%
550
-250