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
376
$5.11M 0.04%
88,658
-4,900
377
$5.1M 0.04%
35,607
-10
378
$5.09M 0.04%
12,460
-1
379
$5.07M 0.04%
127,955
-10,010
380
$5.05M 0.04%
112,092
-27,652
381
$5.03M 0.04%
136,173
-447
382
$5.02M 0.04%
116,578
-23,243
383
$4.99M 0.04%
18,583
-300
384
$4.97M 0.04%
65,706
-2,944
385
$4.96M 0.04%
77,812
-295
386
$4.96M 0.04%
10,728
-170
387
$4.94M 0.04%
49,777
+5,678
388
$4.92M 0.04%
46,733
+17,116
389
$4.88M 0.04%
85,796
-17,000
390
$4.87M 0.04%
58,679
-4,800
391
$4.84M 0.04%
205,236
+5,872
392
$4.77M 0.04%
13,945
-200
393
$4.75M 0.04%
66,827
+25,033
394
$4.74M 0.04%
37,348
-162
395
$4.7M 0.04%
14,202
-4,250
396
$4.69M 0.04%
88,582
-1,188
397
$4.67M 0.04%
55,921
+5,784
398
$4.65M 0.04%
165,999
+24
399
$4.65M 0.04%
25,360
400
$4.64M 0.04%
231,295
-6,800
14 15
16
17 18