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
2651
$151 ﹤0.01%
15
2652
$151 ﹤0.01%
13
2653
$146 ﹤0.01%
40
2654
$146 ﹤0.01%
14
-2
2655
$145 ﹤0.01%
40
+19
2656
$144 ﹤0.01%
3
2657
$137 ﹤0.01%
70
2658
$137 ﹤0.01%
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2659
$132 ﹤0.01%
17
2660
$131 ﹤0.01%
10
-16
2661
$128 ﹤0.01%
25
2662
$128 ﹤0.01%
20
-1,878
2663
$127 ﹤0.01%
9
-9
2664
$127 ﹤0.01%
2
-144
2665
$125 ﹤0.01%
5
-10
2666
$123 ﹤0.01%
9
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2667
$123 ﹤0.01%
105
2668
$122 ﹤0.01%
15
2669
$122 ﹤0.01%
+5
2670
$122 ﹤0.01%
20
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2671
$122 ﹤0.01%
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-3
2672
$121 ﹤0.01%
+88
2673
$120 ﹤0.01%
11
-110
2674
$120 ﹤0.01%
3
2675
$120 ﹤0.01%
6
105 106
107
108 109