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
676
$1.67M 0.01%
54,458
-15,745
677
$1.67M 0.01%
24,288
678
$1.65M 0.01%
16,862
679
$1.65M 0.01%
28,000
+3,600
680
$1.65M 0.01%
6,446
+3,088
681
$1.65M 0.01%
8,405
-3,002
682
$1.65M 0.01%
1,100
683
$1.64M 0.01%
7,865
-15,262
684
$1.64M 0.01%
133,328
+2,146
685
$1.64M 0.01%
33,105
-3,685
686
$1.63M 0.01%
23,840
687
$1.62M 0.01%
26,601
688
$1.61M 0.01%
+80,047
689
$1.61M 0.01%
31,175
690
$1.6M 0.01%
20,431
691
$1.6M 0.01%
30,233
+6,341
692
$1.6M 0.01%
38,027
+34,150
693
$1.59M 0.01%
50,474
-40,033
694
$1.57M 0.01%
17,670
-2,900
695
$1.56M 0.01%
7,321
-52
696
$1.56M 0.01%
88,463
697
$1.56M 0.01%
12,824
-9,201
698
$1.54M 0.01%
46,053
+2,233
699
$1.54M 0.01%
31,977
-21,145
700
$1.54M 0.01%
57,016
-15,100
26 27
28
29 30