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
1751
$23K ﹤0.01%
3,100
-2,500
1752
$23K ﹤0.01%
845
+195
1753
$23K ﹤0.01%
730
+376
1754
$23K ﹤0.01%
+380
1755
$22K ﹤0.01%
1,608
+380
1756
$22K ﹤0.01%
900
-200
1757
$22K ﹤0.01%
2,055
-645
1758
$22K ﹤0.01%
1,220
+350
1759
$22K ﹤0.01%
500
+190
1760
$22K ﹤0.01%
7,545
+1,983
1761
$22K ﹤0.01%
1,280
-8,080
1762
$22K ﹤0.01%
500
1763
$22K ﹤0.01%
2,038
-3,586
1764
$22K ﹤0.01%
2,000
-15,000
1765
$22K ﹤0.01%
+330
1766
$21K ﹤0.01%
1,000
1767
$21K ﹤0.01%
8,081
+2,124
1768
$21K ﹤0.01%
680
+150
1769
$21K ﹤0.01%
1,010
+245
1770
$21K ﹤0.01%
+515
1771
$20K ﹤0.01%
+460
1772
$20K ﹤0.01%
462
-1,068
1773
$20K ﹤0.01%
+290
1774
$20K ﹤0.01%
570
+270
1775
$20K ﹤0.01%
2,920
+800
69 70
71
72 73