Nisa Investment Advisors Portfolio holdings
AUM
$22.2B
This Quarter Return
+12.76%
1 Year Return
+21.03%
3 Year Return
+95.61%
5 Year Return
+159.15%
10 Year Return
+382.87%
AUM
$14.1B
AUM Growth
+$14.1B
(+7.7%)
Cap. Flow
-$419M
Cap. Flow
% of AUM
-2.97%
Top 10 Holdings %
Top 10 Hldgs %
25.13%
Holding
2,875
New
104
Increased
746
Reduced
1,169
Closed
237
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$198M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$33.1M |
| 3 |
Comcast
CMCSA
|
$31.5M |
| 4 |
US Bancorp
USB
|
$21.6M |
| 5 |
Booking.com
BKNG
|
$18M |
Top Sells
Sector Composition
| 1 | Technology | 26.54% |
| 2 | Financials | 12.69% |
| 3 | Healthcare | 11.49% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Industrials | 8.9% |
