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
551
$2.63M 0.02%
10,875
-1,489
552
$2.62M 0.02%
79,398
-15
553
$2.62M 0.02%
51,820
-1,914
554
$2.62M 0.02%
57,548
+50,748
555
$2.61M 0.02%
171,024
+5,836
556
$2.6M 0.02%
68,350
+55,759
557
$2.58M 0.02%
43,000
558
$2.58M 0.02%
44,360
+2,017
559
$2.58M 0.02%
43,621
+31,214
560
$2.57M 0.02%
27,795
-386
561
$2.56M 0.02%
123,410
-2,991
562
$2.56M 0.02%
91,365
563
$2.56M 0.02%
10,752
+419
564
$2.55M 0.02%
119,970
+87,910
565
$2.54M 0.02%
92,650
-39,500
566
$2.53M 0.02%
12,875
-2,700
567
$2.53M 0.02%
24,297
568
$2.52M 0.02%
36,995
-900
569
$2.52M 0.02%
20,090
570
$2.49M 0.02%
39,275
+1,950
571
$2.48M 0.02%
41,523
-1,200
572
$2.46M 0.02%
99,000
+44,250
573
$2.46M 0.02%
56,100
+4,728
574
$2.45M 0.02%
108,090
+29,528
575
$2.44M 0.02%
9,584
+1,897
21 22
23
24 25