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
1976
$3K ﹤0.01%
130
1977
$3K ﹤0.01%
320
1978
$3K ﹤0.01%
21
1979
$3K ﹤0.01%
145
1980
$3K ﹤0.01%
235
1981
$3K ﹤0.01%
340
1982
$3K ﹤0.01%
1,945
1983
$3K ﹤0.01%
710
1984
$2K ﹤0.01%
10
1985
$2K ﹤0.01%
1
-193
1986
$2K ﹤0.01%
19
1987
$2K ﹤0.01%
15
1988
$2K ﹤0.01%
160
1989
$2K ﹤0.01%
200
1990
$2K ﹤0.01%
1,070
1991
$2K ﹤0.01%
675
1992
$2K ﹤0.01%
400
1993
– –
0
1994
$2K ﹤0.01%
100
1995
$2K ﹤0.01%
65
1996
$2K ﹤0.01%
150
1997
$2K ﹤0.01%
200
1998
$2K ﹤0.01%
200
1999
$2K ﹤0.01%
80
2000
$2K ﹤0.01%
105
78 79
80
81 82