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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$36K ﹤0.01%
990
-205
1802
$36K ﹤0.01%
3,890
+2,720
1803
$36K ﹤0.01%
610
1804
$35K ﹤0.01%
3,588
-348,000
1805
$35K ﹤0.01%
2,163
-730
1806
$35K ﹤0.01%
1,420
1807
$35K ﹤0.01%
2,952
-219
1808
$34K ﹤0.01%
1,311
+1,020
1809
$34K ﹤0.01%
1,186
1810
$34K ﹤0.01%
760
+680
1811
$34K ﹤0.01%
173
-2,923
1812
$34K ﹤0.01%
510
-240
1813
$34K ﹤0.01%
331
1814
$34K ﹤0.01%
1,990
-141,000
1815
$34K ﹤0.01%
3,442
1816
$34K ﹤0.01%
1,766
+1,720
1817
$34K ﹤0.01%
441
1818
$34K ﹤0.01%
2,260
+13
1819
$33K ﹤0.01%
996
+780
1820
$33K ﹤0.01%
225
1821
$33K ﹤0.01%
200
+140
1822
$33K ﹤0.01%
2,423
1823
$33K ﹤0.01%
1,019
-1,100
1824
$33K ﹤0.01%
8,763
1825
$33K ﹤0.01%
597
71 72
73
74 75