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
2101
– –
-500
2102
– –
-16,300
2103
$0 ﹤0.01%
140
-700
2104
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-1,800
2105
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-20,100
2106
– –
-3,000
2107
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-8,000
2108
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-20
2109
– –
-1,100
2110
– –
-2,650
2111
– –
-10,000
2112
– –
-2,000
2113
– –
-1,293
2114
– –
-1,300
2115
– –
-644
2116
– –
-28,230
2117
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-3,000
2118
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-2,400
2119
– –
-550
2120
– –
-15,100
2121
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-200
2122
– –
-94,200
2123
– –
-570
2124
– –
-134,850
2125
– –
-5,100
83 84
85
86 87