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
$6.96B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$6.47M
4
EXC icon
Exelon
EXC
+$5.62M
5
CVX icon
Chevron
CVX
+$5.36M

Top Sells

1
+$167M
2
+$15.5M
3
+$14.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.58M

Sector Composition

1 Technology 14.35%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.84%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$12K ﹤0.01%
+400
1752
$12K ﹤0.01%
+900
1753
$12K ﹤0.01%
+800
1754
$12K ﹤0.01%
+500
1755
$12K ﹤0.01%
+300
1756
$12K ﹤0.01%
+800
1757
$12K ﹤0.01%
+500
1758
$11K ﹤0.01%
+500
1759
$11K ﹤0.01%
+700
1760
$11K ﹤0.01%
+400
1761
$11K ﹤0.01%
+300
1762
$11K ﹤0.01%
+600
1763
$11K ﹤0.01%
+444
1764
$11K ﹤0.01%
+764
1765
$11K ﹤0.01%
+880
1766
$11K ﹤0.01%
+600
1767
$11K ﹤0.01%
+500
1768
$11K ﹤0.01%
+130
1769
$11K ﹤0.01%
+2,400
1770
$11K ﹤0.01%
+200
1771
$11K ﹤0.01%
+1,200
1772
$11K ﹤0.01%
+207
1773
$10K ﹤0.01%
+500
1774
$10K ﹤0.01%
+600
1775
$10K ﹤0.01%
+1,800
69 70
71
72 73