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
1776
$20K ﹤0.01%
550
+50
1777
$20K ﹤0.01%
775
+225
1778
$19K ﹤0.01%
26
1779
$19K ﹤0.01%
300
1780
$19K ﹤0.01%
1,855
+625
1781
$19K ﹤0.01%
500
1782
$19K ﹤0.01%
3,510
+614
1783
$19K ﹤0.01%
555
+30
1784
$19K ﹤0.01%
+2,020
1785
$19K ﹤0.01%
+2,651
1786
$19K ﹤0.01%
1,250
-270
1787
$19K ﹤0.01%
460
+360
1788
$19K ﹤0.01%
415
+190
1789
$18K ﹤0.01%
1,425
+505
1790
$18K ﹤0.01%
550
1791
$18K ﹤0.01%
1,620
1792
$18K ﹤0.01%
550
1793
$18K ﹤0.01%
3,150
1794
$18K ﹤0.01%
155
-25
1795
$18K ﹤0.01%
760
+300
1796
$18K ﹤0.01%
335
+95
1797
$18K ﹤0.01%
535
+45
1798
$18K ﹤0.01%
1,860
+290
1799
$18K ﹤0.01%
615
+145
1800
$18K ﹤0.01%
2,275
+145