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
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$104K ﹤0.01%
+3,097
1477
$104K ﹤0.01%
6,013
-270
1478
$103K ﹤0.01%
4,040
+643
1479
$103K ﹤0.01%
4,000
+700
1480
$103K ﹤0.01%
12,043
-6,209
1481
$102K ﹤0.01%
1,000
-2,512
1482
$102K ﹤0.01%
10,918
+10
1483
$102K ﹤0.01%
1,490
+520
1484
$101K ﹤0.01%
+8,046
1485
$100K ﹤0.01%
3,877
-6,523
1486
$100K ﹤0.01%
9,926
+46
1487
$100K ﹤0.01%
3,215
+2,050
1488
$98.9K ﹤0.01%
16,512
-450
1489
$98.2K ﹤0.01%
19,640
+4,000
1490
$98.1K ﹤0.01%
4,866
-62
1491
$98.1K ﹤0.01%
24,400
1492
$98K ﹤0.01%
3,751
+6
1493
$98K ﹤0.01%
+2,737
1494
$98K ﹤0.01%
+7,151
1495
$97.7K ﹤0.01%
2,590
+685
1496
$97.6K ﹤0.01%
18,415
-2,210
1497
$96.9K ﹤0.01%
+2,724
1498
$96.7K ﹤0.01%
4,945
-6
1499
$96K ﹤0.01%
2,324
+8
1500
$95.6K ﹤0.01%
1,587
58 59
60
61 62