Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$16.6K ﹤0.01%
+1,200
1977
$16.5K ﹤0.01%
1,801
-29
1978
$16.5K ﹤0.01%
905
+277
1979
$16.5K ﹤0.01%
5,195
+119
1980
$16.4K ﹤0.01%
235
-357
1981
$16.4K ﹤0.01%
3,692
+3,459
1982
$16.4K ﹤0.01%
507
+127
1983
$16.2K ﹤0.01%
335
+230
1984
$16.2K ﹤0.01%
2,866
+215
1985
$16.2K ﹤0.01%
1,794
+1,760
1986
$16.2K ﹤0.01%
204
1987
$16.1K ﹤0.01%
835
+141
1988
$16K ﹤0.01%
831
+11
1989
$16K ﹤0.01%
201
-22
1990
$16K ﹤0.01%
610
-700
1991
$15.9K ﹤0.01%
2,410
+233
1992
$15.9K ﹤0.01%
1,674
-136
1993
$15.8K ﹤0.01%
4,163
-7,560
1994
$15.8K ﹤0.01%
395
+44
1995
$15.8K ﹤0.01%
9,907
+576
1996
$15.7K ﹤0.01%
1,394
1997
$15.6K ﹤0.01%
693
+31
1998
$15.6K ﹤0.01%
3,000
-132,000
1999
$15.6K ﹤0.01%
99
2000
$15.5K ﹤0.01%
5,941
78 79
80
81 82