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
1851
$31K ﹤0.01%
4,016
+2,290
1852
$31K ﹤0.01%
6,151
+29
1853
$31K ﹤0.01%
1,350
+843
1854
$31K ﹤0.01%
314
-346
1855
$31K ﹤0.01%
370
1856
$31K ﹤0.01%
850
1857
$31K ﹤0.01%
12,035
+8,975
1858
$31K ﹤0.01%
1,284
+1,220
1859
$31K ﹤0.01%
315
+230
1860
$30K ﹤0.01%
722
1861
$30K ﹤0.01%
500
1862
$30K ﹤0.01%
2,832
1863
$30K ﹤0.01%
4,216
+2,380
1864
$30K ﹤0.01%
500
+300
1865
$30K ﹤0.01%
380
1866
$30K ﹤0.01%
3,808
+2,140
1867
$29K ﹤0.01%
450
1868
$29K ﹤0.01%
1,770
-35
1869
$29K ﹤0.01%
5,329
1870
$29K ﹤0.01%
29
1871
$29K ﹤0.01%
1,723
+20
1872
$29K ﹤0.01%
807
1873
$29K ﹤0.01%
2,783
-3,856
1874
$29K ﹤0.01%
654
-1,825
1875
$29K ﹤0.01%
5,572
73 74
75
76 77