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
1751
$10K ﹤0.01%
260
1752
$10K ﹤0.01%
450
1753
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290
1754
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1755
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1756
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+830
1757
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300
-4,450
1758
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480
1759
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260
-50
1760
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1761
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+350
1762
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1764
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830
-478
1765
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400
-150
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14
-4
1767
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210
1769
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270
1770
$10K ﹤0.01%
210
1771
$10K ﹤0.01%
360
1772
$10K ﹤0.01%
360
-9,035
1773
$10K ﹤0.01%
700
1774
$9K ﹤0.01%
9
1775
$9K ﹤0.01%
620
69 70
71
72 73