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
526
$2.88M 0.02%
27,203
-8,570
527
$2.88M 0.02%
39,022
+986
528
$2.87M 0.02%
26,282
-2,575
529
$2.87M 0.02%
132,532
+5,944
530
$2.86M 0.02%
131,283
+17,132
531
$2.85M 0.02%
62,875
-3,093
532
$2.82M 0.02%
86,920
-1,575
533
$2.78M 0.02%
37,988
-35,255
534
$2.78M 0.02%
32,304
-15,597
535
$2.78M 0.02%
6,979
+1,859
536
$2.78M 0.02%
22,345
537
$2.75M 0.02%
59,780
538
$2.74M 0.02%
31,928
-9,325
539
$2.73M 0.02%
52,640
-4,500
540
$2.73M 0.02%
36,708
-1,898
541
$2.71M 0.02%
81,751
+34,080
542
$2.71M 0.02%
251,615
+35,030
543
$2.7M 0.02%
35,325
544
$2.67M 0.02%
11,834
545
$2.66M 0.02%
286,254
+80,223
546
$2.65M 0.02%
8,438
-150
547
$2.64M 0.02%
235,213
-5,700
548
$2.64M 0.02%
43,837
549
$2.64M 0.02%
189,123
+4,464
550
$2.64M 0.02%
204,288
-15,470
20 21
22
23 24