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
426
$4.27M 0.03%
266,700
-31,600
427
$4.26M 0.03%
72,345
428
$4.25M 0.03%
113,877
+68,876
429
$4.23M 0.03%
47,212
430
$4.22M 0.03%
127,347
+2,627
431
$4.21M 0.03%
42,731
-19,536
432
$4.21M 0.03%
27,862
+35
433
$4.21M 0.03%
99,760
+1,300
434
$4.19M 0.03%
154,894
-21,651
435
$4.16M 0.03%
47,164
+6,187
436
$4.15M 0.03%
183,709
+1,885
437
$4.15M 0.03%
22,698
-900
438
$4.15M 0.03%
28,872
-450
439
$4.09M 0.03%
18,656
+4,800
440
$4.08M 0.03%
58,738
-298
441
$4.06M 0.03%
76,980
-5
442
$4.03M 0.03%
40,897
-2,195
443
$4.02M 0.03%
81,460
+5,802
444
$4.02M 0.03%
36,970
-2,200
445
$4.02M 0.03%
48,328
-6
446
$3.98M 0.03%
50,947
-3,806
447
$3.97M 0.03%
130,700
448
$3.97M 0.03%
144,737
-20,258
449
$3.92M 0.03%
95,497
+1,909
450
$3.89M 0.03%
96,056
-17,315
16 17
18
19 20