Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 17.48%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.83%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$9K ﹤0.01%
300
-350
1777
$9K ﹤0.01%
950
-250
1778
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1780
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1782
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110
1783
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350
+250
1784
$9K ﹤0.01%
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1785
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1786
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1787
$9K ﹤0.01%
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-100
1788
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1789
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175
-125
1790
$9K ﹤0.01%
255
1791
$9K ﹤0.01%
850
+350
1792
$9K ﹤0.01%
650
+450
1793
$9K ﹤0.01%
210
1794
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1795
$9K ﹤0.01%
90
1796
$9K ﹤0.01%
1,260
-10,600
1797
$9K ﹤0.01%
+1,460
1798
$9K ﹤0.01%
445
1799
$9K ﹤0.01%
9
1800
$9K ﹤0.01%
620
70 71
72
73 74