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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$26K ﹤0.01%
1,200
+200
1727
$25K ﹤0.01%
930
+750
1728
$25K ﹤0.01%
5,525
-32,410
1729
$25K ﹤0.01%
+500
1730
$25K ﹤0.01%
370
1731
$25K ﹤0.01%
+1,600
1732
$25K ﹤0.01%
265
-1,920
1733
$25K ﹤0.01%
3,090
+110
1734
$25K ﹤0.01%
485
+25
1735
$25K ﹤0.01%
+900
1736
$25K ﹤0.01%
740
+350
1737
$25K ﹤0.01%
1,480
+1,070
1738
$25K ﹤0.01%
430
+100
1739
$25K ﹤0.01%
3,894
+502
1740
$24K ﹤0.01%
475
+125
1741
$24K ﹤0.01%
780
-340
1742
$24K ﹤0.01%
775
-16,125
1743
$24K ﹤0.01%
2,585
+1,385
1744
$24K ﹤0.01%
530
1745
$24K ﹤0.01%
1,400
-2,500
1746
$24K ﹤0.01%
420
-4,159
1747
$23K ﹤0.01%
1,030
-1,000
1748
$23K ﹤0.01%
1,210
1749
$23K ﹤0.01%
863
+300
1750
$23K ﹤0.01%
335
68 69
70
71 72