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
1501
$67.5K ﹤0.01%
1,150
+261
1502
$67.4K ﹤0.01%
15,608
-4,392
1503
$67.3K ﹤0.01%
941
-53
1504
$67K ﹤0.01%
707
+38
1505
$66.3K ﹤0.01%
3,373
+1,081
1506
$65.9K ﹤0.01%
2,222
1507
$65.8K ﹤0.01%
1,438
+293
1508
$65.7K ﹤0.01%
12,373
-16
1509
$65.7K ﹤0.01%
1,240
-45
1510
$65.4K ﹤0.01%
9,127
+8,070
1511
$65.4K ﹤0.01%
1,072
+10
1512
$65.4K ﹤0.01%
2,190
-303
1513
$65.2K ﹤0.01%
3,413
-1,074
1514
$65.1K ﹤0.01%
4,917
-25
1515
$65K ﹤0.01%
2,922
1516
$64.6K ﹤0.01%
8,100
+6,498
1517
$64.5K ﹤0.01%
4,703
+155
1518
$64.5K ﹤0.01%
6,150
+53
1519
$64.1K ﹤0.01%
1,100
+270
1520
$64K ﹤0.01%
206
+26
1521
$63.8K ﹤0.01%
219
+12
1522
$63.6K ﹤0.01%
2,249
-220
1523
$63.5K ﹤0.01%
900
-600
1524
$63.4K ﹤0.01%
1,415
1525
$63.4K ﹤0.01%
566
+11
59 60
61
62 63