Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$78.9K ﹤0.01%
1,396
+289
1527
$78.7K ﹤0.01%
13,128
+44
1528
$78.5K ﹤0.01%
450
-2,469
1529
$78.5K ﹤0.01%
1,062
+2
1530
$78.3K ﹤0.01%
385
+24
1531
$78K ﹤0.01%
9,594
+334
1532
$77.9K ﹤0.01%
4,410
-30
1533
$76.6K ﹤0.01%
843
+45
1534
$76.3K ﹤0.01%
3,800
-2,000
1535
$76K ﹤0.01%
1,824
1536
$75.7K ﹤0.01%
4,260
+16
1537
$75.6K ﹤0.01%
7,758
+58
1538
$75.6K ﹤0.01%
983
1539
$75.5K ﹤0.01%
5,456
+383
1540
$75K ﹤0.01%
1,761
1541
$74.8K ﹤0.01%
2,262
-19
1542
$74.7K ﹤0.01%
4,762
1543
$74.5K ﹤0.01%
5,692
+223
1544
$74.1K ﹤0.01%
3,267
+2,800
1545
$74.1K ﹤0.01%
240
+29
1546
$73.9K ﹤0.01%
1,869
-603
1547
$73.8K ﹤0.01%
2,150
1548
$73.4K ﹤0.01%
+4,000
1549
$73.2K ﹤0.01%
1,021
-55
1550
$73.2K ﹤0.01%
1,742
+74
60 61
62
63 64