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
726
$1.42M 0.01%
41,911
-1,297
727
$1.42M 0.01%
24,200
-8
728
$1.4M 0.01%
62,360
-970
729
$1.4M 0.01%
25,465
730
$1.4M 0.01%
105,960
+11,490
731
$1.39M 0.01%
6,963
-5
732
$1.39M 0.01%
30,423
733
$1.38M 0.01%
51,675
-5
734
$1.38M 0.01%
19,980
+925
735
$1.38M 0.01%
3,000
-1,624
736
$1.38M 0.01%
140,200
737
$1.37M 0.01%
90,152
+21,628
738
$1.36M 0.01%
44,502
-776
739
$1.36M 0.01%
17,979
+544
740
$1.36M 0.01%
+10,205
741
$1.36M 0.01%
31,365
+305
742
$1.36M 0.01%
162,393
+135
743
$1.35M 0.01%
125,445
-28,795
744
$1.35M 0.01%
48,656
+122
745
$1.35M 0.01%
81,709
-1,291
746
$1.34M 0.01%
12,484
747
$1.32M 0.01%
97,049
+94,399
748
$1.32M 0.01%
45,968
+7,739
749
$1.31M 0.01%
28,800
-5,118
750
$1.3M 0.01%
12,015
-1,900
28 29
30
31 32