Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
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 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$9K ﹤0.01%
280
1802
$9K ﹤0.01%
175
-125
1803
$9K ﹤0.01%
255
1804
$9K ﹤0.01%
850
+350
1805
$9K ﹤0.01%
650
+450
1806
$9K ﹤0.01%
210
1807
$9K ﹤0.01%
180
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