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
$16.9B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,100
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$44.7M
3
+$41.1M
4
VZ icon
Verizon
VZ
+$40.3M
5
CSCO icon
Cisco
CSCO
+$30.5M

Top Sells

1
+$74.5M
2
+$47.6M
3
+$46.5M
4
FTAI icon
FTAI Aviation
FTAI
+$31.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M

Sector Composition

1 Technology 29.41%
2 Financials 11.91%
3 Healthcare 11.32%
4 Communication Services 9.72%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.5M 0.1%
86,789
+450
202
$16.4M 0.1%
135,328
-975
203
$16.4M 0.1%
248,266
-13,271
204
$16.3M 0.1%
113,909
-2,923
205
$16.3M 0.1%
60,020
-1,847
206
$16.1M 0.1%
371,888
-5,200
207
$16M 0.09%
175,884
-53,965
208
$16M 0.09%
87,906
-4,624
209
$15.8M 0.09%
104,770
+11,780
210
$15.7M 0.09%
300,466
-4,516
211
$15.7M 0.09%
220,200
212
$15.6M 0.09%
60,616
-859
213
$15.6M 0.09%
202,282
-7,895
214
$15.5M 0.09%
104,403
+13,360
215
$15.4M 0.09%
128,343
-13,493
216
$15.1M 0.09%
25,952
-99
217
$14.9M 0.09%
61,926
+6,129
218
$14.8M 0.09%
139,545
-31,895
219
$14.8M 0.09%
105,845
-4,270
220
$14.7M 0.09%
109,894
-4,283
221
$14.4M 0.09%
183,984
+32,887
222
$14.3M 0.08%
249,300
-26,743
223
$14.2M 0.08%
+580,000
224
$14.1M 0.08%
191,180
-3,148
225
$14.1M 0.08%
93,360
+26,270
7 8
9
10 11