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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$503K ﹤0.01%
25,885
-1,530
1002
$503K ﹤0.01%
16,966
-1,624
1003
$503K ﹤0.01%
8,671
-600
1004
$500K ﹤0.01%
18,308
-815
1005
$495K ﹤0.01%
10,745
-506
1006
$493K ﹤0.01%
3,232
+58
1007
$493K ﹤0.01%
5,168
+160
1008
$492K ﹤0.01%
9,598
-36
1009
$490K ﹤0.01%
15,800
-1,805
1010
$487K ﹤0.01%
40,230
+106
1011
$487K ﹤0.01%
13,122
1012
$484K ﹤0.01%
16,209
-2,341
1013
$483K ﹤0.01%
15,453
-3,181
1014
$483K ﹤0.01%
3,589
1015
$482K ﹤0.01%
89,135
-3,342
1016
$477K ﹤0.01%
1,504
-150
1017
$477K ﹤0.01%
78,607
-3,585
1018
$476K ﹤0.01%
22,627
+108
1019
$474K ﹤0.01%
106,313
+45,575
1020
$474K ﹤0.01%
7,822
-58
1021
$471K ﹤0.01%
6,104
+12
1022
$470K ﹤0.01%
10,152
+8,325
1023
$469K ﹤0.01%
3,705
+2
1024
$466K ﹤0.01%
9,017
1025
$466K ﹤0.01%
26,040
+16,750
39 40
41
42 43