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
851
$908K 0.01%
27,953
-11,628
852
$903K 0.01%
21,356
-530
853
$902K 0.01%
44,008
+2,326
854
$897K 0.01%
29,012
855
$896K 0.01%
17,526
856
$895K 0.01%
7,710
857
$893K 0.01%
7,688
-1,194
858
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8,220
-1,435
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16,803
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$873K 0.01%
11,873
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861
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56,765
+2,276
862
$862K 0.01%
85,060
+29,434
863
$861K 0.01%
8,860
-5,576
864
$860K 0.01%
27,141
+3,525
865
$851K 0.01%
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866
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8,600
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38,253
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869
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77,235
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870
$845K 0.01%
+29,565
871
$843K 0.01%
16,841
872
$829K 0.01%
15,665
-20
873
$829K 0.01%
6,637
-400
874
$827K 0.01%
39,003
-5,673
875
$820K 0.01%
7,798
-3,000
33 34
35
36 37