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
2251
$4K ﹤0.01%
100
-1,050
2252
$4K ﹤0.01%
370
-40
2253
$4K ﹤0.01%
29
-125
2254
$4K ﹤0.01%
100
-301
2255
$4K ﹤0.01%
2,740
-5,940
2256
$3K ﹤0.01%
560
2257
$3K ﹤0.01%
540
2258
$3K ﹤0.01%
120
2259
$3K ﹤0.01%
223
2260
$3K ﹤0.01%
187
2261
$3K ﹤0.01%
1,590
-8,065
2262
$3K ﹤0.01%
296
2263
$3K ﹤0.01%
52
-3
2264
$3K ﹤0.01%
805
2265
$3K ﹤0.01%
190
2266
$3K ﹤0.01%
513
-12
2267
$3K ﹤0.01%
1,050
+60
2268
$3K ﹤0.01%
270
-1,826
2269
$3K ﹤0.01%
67
-75,008
2270
$3K ﹤0.01%
57
+4
2271
$3K ﹤0.01%
30
2272
$3K ﹤0.01%
24
2273
$3K ﹤0.01%
1,215
+1,200
2274
$3K ﹤0.01%
744
2275
$3K ﹤0.01%
879
89 90
91
92 93