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
476
$3.53M 0.03%
6,792
477
$3.53M 0.03%
65,465
-122
478
$3.51M 0.03%
23,000
+150
479
$3.5M 0.03%
54,450
+3,700
480
$3.48M 0.03%
23,177
-360
481
$3.47M 0.03%
60,618
-1,500
482
$3.46M 0.03%
8,424
-210
483
$3.46M 0.03%
142,400
-7,000
484
$3.44M 0.03%
126,156
+26,170
485
$3.42M 0.03%
59,850
+4,799
486
$3.37M 0.03%
83,455
-11,577
487
$3.37M 0.03%
23,774
-16
488
$3.37M 0.03%
31,399
-12,827
489
$3.36M 0.03%
106,382
-247
490
$3.33M 0.03%
36,475
-740
491
$3.32M 0.03%
19,928
492
$3.3M 0.03%
8,549
+886
493
$3.29M 0.03%
316,142
+22,405
494
$3.28M 0.03%
8,210
-4,678
495
$3.27M 0.02%
56,740
496
$3.24M 0.02%
79,878
-3,890
497
$3.24M 0.02%
2,200
+1,310
498
$3.22M 0.02%
58,300
-10,300
499
$3.22M 0.02%
16,294
+9,506
500
$3.22M 0.02%
21,245
+4,076
18 19
20
21 22