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
$14.1B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,875
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$33.1M
3
+$31.5M
4
USB icon
US Bancorp
USB
+$21.6M
5
BKNG icon
Booking.com
BKNG
+$18M

Top Sells

1
+$37.5M
2
+$31.9M
3
+$14.1M
4
BEN icon
Franklin Resources
BEN
+$11.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$9.45M

Sector Composition

1 Technology 26.54%
2 Financials 12.71%
3 Healthcare 11.49%
4 Consumer Discretionary 9.76%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$13.3K ﹤0.01%
425
1977
$13.3K ﹤0.01%
589
-600
1978
$13.3K ﹤0.01%
570
-30
1979
$13.1K ﹤0.01%
892
-13,600
1980
$13.1K ﹤0.01%
957
1981
$13.1K ﹤0.01%
1,077
-23
1982
$13K ﹤0.01%
129
1983
$12.9K ﹤0.01%
846
-1,819
1984
$12.8K ﹤0.01%
870
-685
1985
$12.8K ﹤0.01%
1,760
+26
1986
$12.8K ﹤0.01%
1,220
-3,720
1987
$12.8K ﹤0.01%
860
-1,480
1988
$12.7K ﹤0.01%
244
1989
$12.6K ﹤0.01%
558
+28
1990
$12.5K ﹤0.01%
900
-2,735
1991
$12.4K ﹤0.01%
2,836
-3,954
1992
$12.4K ﹤0.01%
277
-413
1993
$12.4K ﹤0.01%
1,355
-6,505
1994
$12.4K ﹤0.01%
647
-40
1995
$12.4K ﹤0.01%
1,092
-2,390
1996
$12.3K ﹤0.01%
647
-8
1997
$12.3K ﹤0.01%
1,471
-1,609
1998
$12.2K ﹤0.01%
353
1999
$12.2K ﹤0.01%
1,000
+965
2000
$12.2K ﹤0.01%
3,353
-4,970
78 79
80
81 82