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
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1.63K ﹤0.01%
99
2527
$1.63K ﹤0.01%
240
-210
2528
$1.63K ﹤0.01%
103
2529
$1.63K ﹤0.01%
889
-9,609
2530
$1.62K ﹤0.01%
52
2531
$1.62K ﹤0.01%
326
-7
2532
$1.6K ﹤0.01%
50
-16,900
2533
$1.6K ﹤0.01%
28
2534
$1.58K ﹤0.01%
331
+209
2535
$1.57K ﹤0.01%
324
+255
2536
$1.57K ﹤0.01%
150
2537
$1.57K ﹤0.01%
139
+36
2538
$1.57K ﹤0.01%
191
+53
2539
$1.56K ﹤0.01%
1,142
2540
$1.56K ﹤0.01%
81
+27
2541
$1.55K ﹤0.01%
58
2542
$1.55K ﹤0.01%
208
+49
2543
$1.55K ﹤0.01%
50
2544
$1.53K ﹤0.01%
57
-25
2545
$1.53K ﹤0.01%
109
-127
2546
$1.51K ﹤0.01%
496
+370
2547
$1.51K ﹤0.01%
244
-399
2548
$1.5K ﹤0.01%
34
2549
$1.49K ﹤0.01%
+185
2550
$1.47K ﹤0.01%
33
100 101
102
103 104