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
1926
$5K ﹤0.01%
310
1927
$5K ﹤0.01%
220
1928
$5K ﹤0.01%
1,850
1929
$5K ﹤0.01%
1,980
1930
$5K ﹤0.01%
375
1931
$5K ﹤0.01%
+555
1932
$4K ﹤0.01%
100
-250
1933
$4K ﹤0.01%
530
1934
$4K ﹤0.01%
1,180
1935
$4K ﹤0.01%
457
1936
$4K ﹤0.01%
600
1937
$4K ﹤0.01%
260
1938
$4K ﹤0.01%
+1,105
1939
$4K ﹤0.01%
760
1940
$4K ﹤0.01%
250
1941
$4K ﹤0.01%
+225
1942
$4K ﹤0.01%
330
1943
$4K ﹤0.01%
+660
1944
$4K ﹤0.01%
480
1945
$4K ﹤0.01%
8
1946
$4K ﹤0.01%
560
1947
$4K ﹤0.01%
1,810
1948
$4K ﹤0.01%
17
1949
$4K ﹤0.01%
100
1950
$4K ﹤0.01%
20