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
1951
$4K ﹤0.01%
820
1952
$4K ﹤0.01%
276
1953
$4K ﹤0.01%
73
1954
$4K ﹤0.01%
1,600
-43,700
1955
$4K ﹤0.01%
2
1956
$4K ﹤0.01%
1,195
1957
$4K ﹤0.01%
61
1958
$4K ﹤0.01%
480
1959
$4K ﹤0.01%
280
1960
$4K ﹤0.01%
240
-3,100
1961
$4K ﹤0.01%
130
1962
$4K ﹤0.01%
78
1963
$3K ﹤0.01%
44
1964
$3K ﹤0.01%
378
1965
$3K ﹤0.01%
+16
1966
$3K ﹤0.01%
7
1967
$3K ﹤0.01%
206
1968
$3K ﹤0.01%
370
1969
$3K ﹤0.01%
320
1970
$3K ﹤0.01%
650
1971
$3K ﹤0.01%
112
1972
$3K ﹤0.01%
260
-11,000
1973
$3K ﹤0.01%
+720
1974
$3K ﹤0.01%
62
-50
1975
$3K ﹤0.01%
165
77 78
79
80 81