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
701
$1.53M 0.01%
3,115
702
$1.53M 0.01%
44,743
-20,272
703
$1.52M 0.01%
35,000
+15,000
704
$1.51M 0.01%
28,185
-20
705
$1.5M 0.01%
15,306
-550
706
$1.49M 0.01%
64,852
+33,328
707
$1.49M 0.01%
108,820
-18,170
708
$1.49M 0.01%
16,056
709
$1.48M 0.01%
28,730
+2,500
710
$1.48M 0.01%
37,756
711
$1.48M 0.01%
29,445
-8,160
712
$1.47M 0.01%
31,840
-4,352
713
$1.47M 0.01%
269,944
-30,334
714
$1.47M 0.01%
71,203
-1,177
715
$1.46M 0.01%
189,776
-27,100
716
$1.45M 0.01%
35,183
-2,102
717
$1.45M 0.01%
31,351
-1,900
718
$1.45M 0.01%
158,059
+48,600
719
$1.44M 0.01%
8,155
720
$1.43M 0.01%
32,130
-7,895
721
$1.43M 0.01%
143,803
-8,156
722
$1.43M 0.01%
13,518
+7,575
723
$1.43M 0.01%
15,270
724
$1.43M 0.01%
92,920
+4,835
725
$1.42M 0.01%
140,266
+3,338
27 28
29
30 31