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
1851
$7K ﹤0.01%
550
1852
$7K ﹤0.01%
300
-24,000
1853
$7K ﹤0.01%
170
1854
$7K ﹤0.01%
290
1855
$7K ﹤0.01%
550
1856
$7K ﹤0.01%
1,083
-600
1857
$7K ﹤0.01%
100
1858
$7K ﹤0.01%
560
1859
$7K ﹤0.01%
150
-150
1860
$7K ﹤0.01%
50
1861
$7K ﹤0.01%
270
1862
$7K ﹤0.01%
150
-1,350
1863
$7K ﹤0.01%
230
1864
$7K ﹤0.01%
600
1865
$7K ﹤0.01%
430
1866
$7K ﹤0.01%
150
1867
$7K ﹤0.01%
350
1868
$7K ﹤0.01%
275
1869
$7K ﹤0.01%
800
+340
1870
$7K ﹤0.01%
+100
1871
$6K ﹤0.01%
600
1872
$6K ﹤0.01%
440
1873
$6K ﹤0.01%
+200
1874
$6K ﹤0.01%
330
1875
$6K ﹤0.01%
970