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
1801
$9K ﹤0.01%
310
-50
1802
$9K ﹤0.01%
250
1803
$9K ﹤0.01%
480
-50
1804
$9K ﹤0.01%
795
+595
1805
$9K ﹤0.01%
500
1806
$9K ﹤0.01%
920
1807
$9K ﹤0.01%
210
1808
$8K ﹤0.01%
210
1809
$8K ﹤0.01%
110
1810
$8K ﹤0.01%
300
1811
$8K ﹤0.01%
+250
1812
$8K ﹤0.01%
130
1813
$8K ﹤0.01%
860
1814
$8K ﹤0.01%
430
1815
$8K ﹤0.01%
130
+50
1816
$8K ﹤0.01%
+75
1817
$8K ﹤0.01%
117
1818
$8K ﹤0.01%
380
1819
$8K ﹤0.01%
310
1820
$8K ﹤0.01%
480
1821
$8K ﹤0.01%
90
1822
$8K ﹤0.01%
1,050
-350
1823
$8K ﹤0.01%
270
1824
$8K ﹤0.01%
699
1825
$8K ﹤0.01%
+400
71 72
73
74 75