Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$34M
3
+$30M
4
AMZN icon
Amazon
AMZN
+$29.2M
5
SBUX icon
Starbucks
SBUX
+$27.9M

Top Sells

1
+$19.2M
2
+$9M
3
+$7.16M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.96M
5
ABT icon
Abbott
ABT
+$5.68M

Sector Composition

1 Technology 23.46%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$106K ﹤0.01%
1,787
+865
1527
$106K ﹤0.01%
1,083
-1,159
1528
$105K ﹤0.01%
2,810
+2,260
1529
$105K ﹤0.01%
+2,700
1530
$105K ﹤0.01%
7,950
+4,000
1531
$105K ﹤0.01%
1,000
1532
$104K ﹤0.01%
45,220
1533
$104K ﹤0.01%
29,410
-46,600
1534
$104K ﹤0.01%
44,070
+16,500
1535
$102K ﹤0.01%
+2,250
1536
$101K ﹤0.01%
4,500
1537
$101K ﹤0.01%
2,360
+1,600
1538
$101K ﹤0.01%
10,650
+3,750
1539
$101K ﹤0.01%
5,043
-4,048
1540
$101K ﹤0.01%
5,703
1541
$101K ﹤0.01%
12,174
+2,597
1542
$101K ﹤0.01%
+2,374
1543
$101K ﹤0.01%
3,000
+1,800
1544
$100K ﹤0.01%
2,135
+1,650
1545
$99K ﹤0.01%
+1,100
1546
$99K ﹤0.01%
1,995
-6,014
1547
$98K ﹤0.01%
2,455
+1,900
1548
$98K ﹤0.01%
1,200
1549
$98K ﹤0.01%
805
+550
1550
$98K ﹤0.01%
1,780
+1,350
60 61
62
63 64