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
1801
$6K ﹤0.01%
208
-191
1802
$6K ﹤0.01%
100
-28,845
1803
$5K ﹤0.01%
210
-3,060
1804
$5K ﹤0.01%
127
-75
1805
$5K ﹤0.01%
160
1806
$5K ﹤0.01%
110
1807
$5K ﹤0.01%
480
1808
$5K ﹤0.01%
138
-120
1809
$4K ﹤0.01%
720
1810
$4K ﹤0.01%
40
-280
1811
$4K ﹤0.01%
112
1812
$4K ﹤0.01%
320
1813
$4K ﹤0.01%
4
1814
$4K ﹤0.01%
2,100
1815
$4K ﹤0.01%
580
-11,075
1816
$4K ﹤0.01%
30
-100
1817
$4K ﹤0.01%
260
-400
1818
$4K ﹤0.01%
161
1819
$3K ﹤0.01%
83
-77
1820
$3K ﹤0.01%
61
1821
$3K ﹤0.01%
740
1822
$2K ﹤0.01%
150
1823
$2K ﹤0.01%
114
-446
1824
$2K ﹤0.01%
100
1825
$2K ﹤0.01%
440
71 72
73
74 75