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
$8.98B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.98M
3
+$7.73M
4
VRSN icon
VeriSign
VRSN
+$6.58M
5
EQIX icon
Equinix
EQIX
+$6.4M

Top Sells

1
+$19.2M
2
+$8.36M
3
+$7.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.64M
5
LPT
Liberty Property Trust
LPT
+$6.69M

Sector Composition

1 Technology 20.77%
2 Healthcare 15.94%
3 Financials 12.88%
4 Communication Services 8.75%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2K ﹤0.01%
+480
2052
$2K ﹤0.01%
320
2053
$2K ﹤0.01%
260
-1,500
2054
$2K ﹤0.01%
61
2055
$2K ﹤0.01%
360
2056
$2K ﹤0.01%
+2
2057
$1K ﹤0.01%
275
-9,500
2058
$1K ﹤0.01%
16
2059
$1K ﹤0.01%
650
2060
$1K ﹤0.01%
972
2061
$1K ﹤0.01%
760
2062
$1K ﹤0.01%
100
2063
$1K ﹤0.01%
807
2064
$1K ﹤0.01%
60
2065
$1K ﹤0.01%
105
2066
– –
-2,072
2067
– –
-3,000
2068
– –
-3,830
2069
– –
-20,500
2070
– –
-600
2071
– –
-123,700
2072
– –
-15,400
2073
– –
-180
2074
– –
-9,800
2075
– –
-7
81 82
83
84 85