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
826
$992K 0.01%
14,553
-33,999
827
$989K 0.01%
7,342
828
$983K 0.01%
59,303
+16,000
829
$980K 0.01%
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830
$979K 0.01%
21,850
831
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5,028
832
$975K 0.01%
48,043
-9,910
833
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30,600
-8,500
834
$967K 0.01%
8,049
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835
$959K 0.01%
15,880
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836
$958K 0.01%
18,658
+2,344
837
$956K 0.01%
25,791
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838
$948K 0.01%
21,307
+1,664
839
$943K 0.01%
7,674
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840
$943K 0.01%
9,164
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841
$942K 0.01%
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842
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24,650
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44,223
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844
$936K 0.01%
22,696
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845
$935K 0.01%
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846
$933K 0.01%
109,010
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847
$930K 0.01%
12,181
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848
$924K 0.01%
13,972
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849
$919K 0.01%
66,381
+3,661
850
$912K 0.01%
16,304
-2,371
32 33
34
35 36