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
926
$694K 0.01%
48,000
-1,034
927
$688K 0.01%
28,348
928
$685K 0.01%
9,040
-15
929
$685K 0.01%
13,776
-2,400
930
$684K 0.01%
25,300
-55
931
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3,857
932
$677K 0.01%
17,745
933
$676K 0.01%
4,288
-2,400
934
$673K 0.01%
19,681
935
$673K 0.01%
26,480
+6,210
936
$668K 0.01%
6,084
+500
937
$663K 0.01%
19,845
+1,950
938
$658K 0.01%
12,105
-4,105
939
$657K 0.01%
44,008
+5,960
940
$657K 0.01%
2,912
941
$655K 0.01%
2,520
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942
$653K 0.01%
50,978
-28,275
943
$652K 0.01%
91,420
+3,042
944
$651K 0.01%
11,742
945
$649K ﹤0.01%
20,246
946
$646K ﹤0.01%
4,135
-70
947
$645K ﹤0.01%
34,330
-29,700
948
$641K ﹤0.01%
23,108
+1,380
949
$641K ﹤0.01%
6,440
+900
950
$639K ﹤0.01%
11,235
36 37
38
39 40