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
$6.96B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$6.47M
4
EXC icon
Exelon
EXC
+$5.62M
5
CVX icon
Chevron
CVX
+$5.36M

Top Sells

1
+$167M
2
+$15.5M
3
+$14.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.34M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.58M

Sector Composition

1 Technology 14.35%
2 Healthcare 13.66%
3 Financials 13.56%
4 Industrials 10.84%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$7K ﹤0.01%
+80
1827
$7K ﹤0.01%
+300
1828
$7K ﹤0.01%
382
-9,300
1829
$7K ﹤0.01%
+2,000
1830
$6K ﹤0.01%
+220
1831
$6K ﹤0.01%
+400
1832
$6K ﹤0.01%
+222
1833
$6K ﹤0.01%
700
-17,650
1834
$6K ﹤0.01%
+300
1835
$6K ﹤0.01%
+800
1836
$6K ﹤0.01%
+250
1837
$6K ﹤0.01%
+200
1838
$6K ﹤0.01%
+110
1839
$5K ﹤0.01%
80
-1,647
1840
$5K ﹤0.01%
+81
1841
$5K ﹤0.01%
+400
1842
$5K ﹤0.01%
+700
1843
$5K ﹤0.01%
+1,300
1844
$4K ﹤0.01%
+91
1845
$4K ﹤0.01%
+4
1846
$4K ﹤0.01%
+300
1847
$4K ﹤0.01%
+600
1848
$4K ﹤0.01%
+159
1849
$4K ﹤0.01%
+2,000
1850
$3K ﹤0.01%
+720
72 73
74
75 76