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 Inc. Common Stock
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
1451
$102K ﹤0.01%
4,200
+18
1452
$102K ﹤0.01%
4,128
1453
$101K ﹤0.01%
3,412
+12
1454
$99.8K ﹤0.01%
1,725
-105
1455
$99.7K ﹤0.01%
5,333
1456
$99.6K ﹤0.01%
502
1457
$99.4K ﹤0.01%
633
1458
$98.4K ﹤0.01%
3,756
+5
1459
$98.2K ﹤0.01%
2,445
+1,971
1460
$98K ﹤0.01%
1,235
1461
$97.7K ﹤0.01%
7,240
+2,240
1462
$96.8K ﹤0.01%
6,574
-2,560
1463
$96.7K ﹤0.01%
1,191
-100
1464
$96.5K ﹤0.01%
2,260
-330
1465
$96.4K ﹤0.01%
1,414
-2,500
1466
$95K ﹤0.01%
3,075
1467
$94.8K ﹤0.01%
4,340
1468
$94.6K ﹤0.01%
208
1469
$94.5K ﹤0.01%
1,000
1470
$94.2K ﹤0.01%
17,832
1471
$93.9K ﹤0.01%
2,559
+9
1472
$93.8K ﹤0.01%
2,035
-5
1473
$93.8K ﹤0.01%
3,290
+75
1474
$93.5K ﹤0.01%
2,290
-1
1475
$93.4K ﹤0.01%
1,587
57 58
59
60 61