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
1226
$199K ﹤0.01%
5,526
-305
1227
$199K ﹤0.01%
65,960
+65,737
1228
$198K ﹤0.01%
5,663
+7
1229
$198K ﹤0.01%
1,350
+530
1230
$197K ﹤0.01%
8,152
+3,332
1231
$196K ﹤0.01%
3,399
1232
$196K ﹤0.01%
2,771
+133
1233
$196K ﹤0.01%
870
1234
$196K ﹤0.01%
1,308
+24
1235
$195K ﹤0.01%
42,650
-131
1236
$194K ﹤0.01%
2,542
+342
1237
$193K ﹤0.01%
2,317
+489
1238
$192K ﹤0.01%
5,187
+367
1239
$192K ﹤0.01%
7,971
+317
1240
$191K ﹤0.01%
5,000
1241
$191K ﹤0.01%
3,782
1242
$189K ﹤0.01%
1,430
-161
1243
$189K ﹤0.01%
7,100
-3,090
1244
$189K ﹤0.01%
6,000
-600
1245
$188K ﹤0.01%
2,806
+498
1246
$188K ﹤0.01%
12,342
-168
1247
$187K ﹤0.01%
9,660
+313
1248
$186K ﹤0.01%
5,800
-38,910
1249
$185K ﹤0.01%
1,575
-1,219
1250
$185K ﹤0.01%
1,391
+96
48 49
50
51 52