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
$11.7B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,090
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$18M
3
+$14.1M
4
WW
WW International
WW
+$7.38M
5
MDT icon
Medtronic
MDT
+$6.49M

Top Sells

1
+$67.1M
2
+$36.5M
3
+$28.6M
4
AMZN icon
Amazon
AMZN
+$23.3M
5
MS icon
Morgan Stanley
MS
+$14.5M

Sector Composition

1 Technology 18.06%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.83%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$279K ﹤0.01%
25,622
-4,500
1252
$279K ﹤0.01%
+67,300
1253
$278K ﹤0.01%
+5,900
1254
$276K ﹤0.01%
10,150
+2,620
1255
$272K ﹤0.01%
8,130
-100
1256
$272K ﹤0.01%
11,900
1257
$270K ﹤0.01%
15,910
+12,059
1258
$269K ﹤0.01%
2,605
+247
1259
$268K ﹤0.01%
28,100
+782
1260
$268K ﹤0.01%
10,885
+4,300
1261
$264K ﹤0.01%
6,540
+217
1262
$263K ﹤0.01%
+4,388
1263
$260K ﹤0.01%
6,072
+3,402
1264
$257K ﹤0.01%
+2,400
1265
$257K ﹤0.01%
12,675
+3,393
1266
$256K ﹤0.01%
3,537
+538
1267
$256K ﹤0.01%
10,620
1268
$255K ﹤0.01%
7,000
1269
$254K ﹤0.01%
9,480
1270
$252K ﹤0.01%
1,590
-1,860
1271
$251K ﹤0.01%
6,660
-6,300
1272
$249K ﹤0.01%
11,244
-43,875
1273
$248K ﹤0.01%
5,500
-23,300
1274
$248K ﹤0.01%
3,235
+90
1275
$245K ﹤0.01%
20,500
+1,100
49 50
51
52 53