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
2576
$272 ﹤0.01%
33
-48
2577
$272 ﹤0.01%
16
-790
2578
$270 ﹤0.01%
39
2579
$267 ﹤0.01%
12
2580
$266 ﹤0.01%
20
2581
$263 ﹤0.01%
73
2582
$261 ﹤0.01%
63
2583
$258 ﹤0.01%
30
+10
2584
$256 ﹤0.01%
65
+17
2585
$254 ﹤0.01%
30
-28
2586
$254 ﹤0.01%
11
2587
$252 ﹤0.01%
+25
2588
$252 ﹤0.01%
10
2589
$250 ﹤0.01%
20
+10
2590
$247 ﹤0.01%
43
2591
$245 ﹤0.01%
6
+5
2592
$244 ﹤0.01%
30
2593
$238 ﹤0.01%
25
+10
2594
$238 ﹤0.01%
28
2595
$237 ﹤0.01%
7
2596
$234 ﹤0.01%
31
-3,290
2597
$234 ﹤0.01%
150
-100
2598
$223 ﹤0.01%
70
-21
2599
$222 ﹤0.01%
8
2600
$222 ﹤0.01%
30
102 103
104
105 106