Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.39%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.44%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$218M 3.05%
8,638,172
-179,600
2
$157M 2.2%
1,668,838
-15,950
3
$126M 1.76%
2,708,082
+131,450
4
$113M 1.59%
1,062,492
+19,620
5
$110M 1.55%
3,792,704
-8,825
6
$93.5M 1.31%
783,296
-3,575
7
$92.7M 1.3%
1,446,280
+1,150
8
$90.8M 1.27%
1,750,199
-9,700
9
$82.3M 1.15%
1,367,065
-47,800
10
$81.7M 1.14%
665,178
-73,665
11
$79M 1.11%
943,842
-16,700
12
$76M 1.07%
2,708,950
+4,743
13
$69.4M 0.97%
1,226,334
-4,166
14
$67.2M 0.94%
370,067
-9,990
15
$66.1M 0.93%
1,898,577
-15,400
16
$65M 0.91%
2,441,935
-116,459
17
$64.9M 0.91%
3,806,191
-33,150
18
$61.5M 0.86%
1,442,555
-2,600
19
$57.7M 0.81%
647,855
-10,600
20
$57.3M 0.8%
1,145,907
-12,320
21
$54.1M 0.76%
508,137
+6,800
22
$53.4M 0.75%
1,031,051
-12,700
23
$51.8M 0.73%
1,230,985
24
$50.7M 0.71%
2,014,263
-88,250
25
$50.2M 0.7%
1,866,298
-9,200
1
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