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
$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 20.76%
2 Healthcare 15.94%
3 Financials 12.88%
4 Communication Services 8.79%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-1,800
2077
– –
-20,100
2078
– –
-3,000
2079
– –
-8,000
2080
– –
-20
2081
– –
-1,100
2082
– –
-2,650
2083
– –
-10,000
2084
– –
-2,000
2085
– –
-1,293
2086
– –
-1,300
2087
– –
-644
2088
– –
-28,230
2089
– –
-3,000
2090
– –
-2,400
2091
– –
-550
2092
– –
-15,100
2093
– –
-200
2094
– –
-94,200
2095
– –
-570
2096
– –
-134,850
2097
– –
-5,100
2098
– –
-500
2099
– –
-9,500
2100
– –
-330
82 83
84
85 86