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
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.2K ﹤0.01%
90
-16,321
2477
$1.19K ﹤0.01%
409
+265
2478
$1.19K ﹤0.01%
175
+146
2479
$1.19K ﹤0.01%
100
+25
2480
$1.18K ﹤0.01%
3
2481
$1.18K ﹤0.01%
84
+11
2482
$1.18K ﹤0.01%
177
+35
2483
$1.18K ﹤0.01%
91
+80
2484
$1.17K ﹤0.01%
105
+21
2485
$1.17K ﹤0.01%
79
+54
2486
$1.15K ﹤0.01%
62
-18,310
2487
$1.15K ﹤0.01%
24
+11
2488
$1.14K ﹤0.01%
34
-9
2489
$1.14K ﹤0.01%
103
+86
2490
$1.14K ﹤0.01%
+210
2491
$1.12K ﹤0.01%
41
-5
2492
$1.12K ﹤0.01%
170
+91
2493
$1.12K ﹤0.01%
+9
2494
$1.11K ﹤0.01%
+275
2495
$1.11K ﹤0.01%
126
+78
2496
$1.11K ﹤0.01%
160
+152
2497
$1.1K ﹤0.01%
50
+18
2498
$1.1K ﹤0.01%
94
+10
2499
$1.09K ﹤0.01%
201
+94
2500
$1.08K ﹤0.01%
54
+12
98 99
100
101 102