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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$16K ﹤0.01%
320
+305
2052
$16K ﹤0.01%
525
2053
$16K ﹤0.01%
583
-517
2054
$16K ﹤0.01%
640
2055
$16K ﹤0.01%
+7,840
2056
$16K ﹤0.01%
3,187
2057
$16K ﹤0.01%
339
-1
2058
$16K ﹤0.01%
645
+620
2059
$16K ﹤0.01%
523
2060
$16K ﹤0.01%
76
+50
2061
$16K ﹤0.01%
1,600
2062
$16K ﹤0.01%
1,705
2063
$15K ﹤0.01%
419
2064
$15K ﹤0.01%
690
2065
$15K ﹤0.01%
1,775
2066
$15K ﹤0.01%
7,424
2067
$15K ﹤0.01%
114
2068
$15K ﹤0.01%
439
-700
2069
$15K ﹤0.01%
837
-1,200
2070
$15K ﹤0.01%
170
2071
$15K ﹤0.01%
+1,660
2072
$15K ﹤0.01%
+200
2073
$15K ﹤0.01%
420
2074
$14K ﹤0.01%
1,920
-6,185
2075
$14K ﹤0.01%
7,894
-116
81 82
83
84 85