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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.6M 0.01%
60,804
-579
702
$1.59M 0.01%
12,881
-19
703
$1.59M 0.01%
92,701
-5,075
704
$1.58M 0.01%
29,069
-3,661
705
$1.58M 0.01%
28,730
+2,500
706
$1.58M 0.01%
137,055
+95,990
707
$1.57M 0.01%
57,971
-33
708
$1.57M 0.01%
16,171
+600
709
$1.56M 0.01%
24,530
-1,572
710
$1.55M 0.01%
14,042
+12,767
711
$1.55M 0.01%
3,000
712
$1.55M 0.01%
26,276
-5,130
713
$1.55M 0.01%
19,010
-9,128
714
$1.55M 0.01%
11,181
-819
715
$1.52M 0.01%
16,897
+1,510
716
$1.52M 0.01%
10,947
+12
717
$1.51M 0.01%
20,332
-315
718
$1.5M 0.01%
79,350
-16,204
719
$1.5M 0.01%
6,061
+200
720
$1.5M 0.01%
11,592
+21
721
$1.5M 0.01%
88,661
-18,100
722
$1.5M 0.01%
4,825
-4,363
723
$1.49M 0.01%
17,859
-3,084
724
$1.48M 0.01%
10,263
+25
725
$1.45M 0.01%
11,148
-1,410
27 28
29
30 31