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
1526
$86.8K ﹤0.01%
1,175
-270
1527
$86.5K ﹤0.01%
1,442
-19,911
1528
$86.3K ﹤0.01%
7,302
+238
1529
$85.7K ﹤0.01%
10,356
-914
1530
$85.6K ﹤0.01%
8,346
+5,426
1531
$85.5K ﹤0.01%
5,000
1532
$85.3K ﹤0.01%
3,539
1533
$85.2K ﹤0.01%
5,216
+440
1534
$85.2K ﹤0.01%
16,537
+5,148
1535
$84.9K ﹤0.01%
3,075
+285
1536
$84.6K ﹤0.01%
1,173
+50
1537
$84.3K ﹤0.01%
3,152
+942
1538
$84.2K ﹤0.01%
4,120
-8
1539
$84.2K ﹤0.01%
4,953
+370
1540
$84K ﹤0.01%
5,145
+348
1541
$83.7K ﹤0.01%
1,000
-2,700
1542
$83.6K ﹤0.01%
208
1543
$83.5K ﹤0.01%
2,223
+180
1544
$83.1K ﹤0.01%
5,038
1545
$82.9K ﹤0.01%
4,340
1546
$82.8K ﹤0.01%
2,755
-580
1547
$82K ﹤0.01%
3,193
-320
1548
$81.8K ﹤0.01%
700
+600
1549
$81.7K ﹤0.01%
2,290
+285
1550
$81.5K ﹤0.01%
3,900
+340
60 61
62
63 64