We are live on ! Find out more
Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
+$73.4M
2
+$63.9M
3
+$29.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$30.6M
4
SPOT icon
Spotify
SPOT
+$28.5M
5
MA icon
Mastercard
MA
+$26.4M

Sector Composition

1 Technology 29.92%
2 Financials 11.64%
3 Healthcare 10.79%
4 Communication Services 8.92%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-6,267
3002
– –
-1,590
3003
– –
-25,312
3004
– –
-15
3005
– –
-1,273
3006
– –
-50
3007
– –
-1,180
3008
$0 ﹤0.01%
15
3009
– –
-508
3010
– –
-25
3011
– –
-5
3012
– –
-1,369
3013
– –
-56
3014
– –
-23,002
3015
– –
-6
3016
– –
-2,180
3017
– –
-45
3018
– –
-7,758
3019
– –
-75
3020
– –
-996
117 118 119 120
121