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
1751
$9K ﹤0.01%
10
1752
$9K ﹤0.01%
200
1753
$9K ﹤0.01%
800
1754
$9K ﹤0.01%
213
+160
1755
$9K ﹤0.01%
530
1756
$9K ﹤0.01%
5,800
+2,000
1757
$9K ﹤0.01%
433
1758
$9K ﹤0.01%
110
1759
$9K ﹤0.01%
3,750
+2,950
1760
$9K ﹤0.01%
300
-700
1761
$9K ﹤0.01%
126
-31
1762
$8K ﹤0.01%
1,060
+850
1763
$8K ﹤0.01%
+900
1764
$8K ﹤0.01%
1,600
1765
$8K ﹤0.01%
100
+20
1766
$8K ﹤0.01%
110
1767
$8K ﹤0.01%
320
1768
$8K ﹤0.01%
347
-1,503
1769
$8K ﹤0.01%
14
1770
$8K ﹤0.01%
270
1771
$8K ﹤0.01%
410
+250
1772
$8K ﹤0.01%
250
1773
$8K ﹤0.01%
600
-300
1774
$8K ﹤0.01%
640
1775
$7K ﹤0.01%
110
69 70
71
72 73