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
1126
$345K ﹤0.01%
6,304
-120
1127
$342K ﹤0.01%
902
+285
1128
$342K ﹤0.01%
2,744
-10
1129
$341K ﹤0.01%
8,209
-200
1130
$341K ﹤0.01%
10,025
+9,700
1131
$340K ﹤0.01%
20,156
1132
$336K ﹤0.01%
6,260
1133
$336K ﹤0.01%
22,295
-17
1134
$335K ﹤0.01%
8,450
-3,150
1135
$333K ﹤0.01%
14,505
-1,700
1136
$332K ﹤0.01%
26,395
+15
1137
$332K ﹤0.01%
8,202
+1,650
1138
$328K ﹤0.01%
11,055
+570
1139
$328K ﹤0.01%
2,709
1140
$328K ﹤0.01%
15,663
+412
1141
$328K ﹤0.01%
12,611
-3,550
1142
$328K ﹤0.01%
2,570
1143
$326K ﹤0.01%
15,359
+3,798
1144
$326K ﹤0.01%
18,300
1145
$323K ﹤0.01%
4,310
-115
1146
$323K ﹤0.01%
12,100
-300
1147
$322K ﹤0.01%
9,844
1148
$321K ﹤0.01%
25,240
+4
1149
$319K ﹤0.01%
1,629
-100
1150
$318K ﹤0.01%
18,480
+11,267
44 45
46
47 48