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
$13.1B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,902
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$12.1M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$11.6M
5
WMT icon
Walmart
WMT
+$11.4M

Top Sells

1
+$25.2M
2
+$9.5M
3
+$9.47M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M
5
T icon
AT&T
T
+$8.64M

Sector Composition

1 Technology 24.76%
2 Healthcare 11.96%
3 Financials 11.56%
4 Consumer Discretionary 9.2%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$509 ﹤0.01%
35
+15
2477
$508 ﹤0.01%
30
+10
2478
$507 ﹤0.01%
11
-643
2479
$504 ﹤0.01%
8
-262
2480
$504 ﹤0.01%
62
2481
$503 ﹤0.01%
60
-2,320
2482
$502 ﹤0.01%
40
+4
2483
$492 ﹤0.01%
30
+9
2484
$491 ﹤0.01%
112
2485
$490 ﹤0.01%
13
2486
$486 ﹤0.01%
16
2487
$479 ﹤0.01%
60
+19
2488
$479 ﹤0.01%
31
2489
$465 ﹤0.01%
48
2490
$464 ﹤0.01%
43
2491
$462 ﹤0.01%
95
+27
2492
$462 ﹤0.01%
33
2493
$461 ﹤0.01%
105
2494
$461 ﹤0.01%
27
2495
$454 ﹤0.01%
25
2496
$450 ﹤0.01%
24
2497
$445 ﹤0.01%
104
2498
$445 ﹤0.01%
20
-15
2499
$444 ﹤0.01%
25
+10
2500
$443 ﹤0.01%
+53
98 99
100
101 102