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
901
$753K 0.01%
41,003
+2,167
902
$753K 0.01%
116,765
-130
903
$753K 0.01%
1,932
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904
$751K 0.01%
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905
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14,266
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906
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13,141
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907
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15,100
908
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909
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29,246
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910
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16,300
911
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7,850
-83
912
$723K 0.01%
13,250
-13,755
913
$722K 0.01%
38,239
+13,300
914
$721K 0.01%
3,400
-35
915
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34,262
+21,162
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$718K 0.01%
24,211
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88,908
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918
$705K 0.01%
100,210
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920
$702K 0.01%
25,250
+7,475
921
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22,652
+6,522
922
$697K 0.01%
5,982
-100
923
$697K 0.01%
4,164
924
$695K 0.01%
4,830
+35
925
$694K 0.01%
15,951
+6,621
35 36
37
38 39