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
1551
$81.3K ﹤0.01%
965
+150
1552
$81.1K ﹤0.01%
435
1553
$81.1K ﹤0.01%
5,055
-1,748
1554
$81K ﹤0.01%
403
-31
1555
$80.9K ﹤0.01%
372
-229
1556
$80.8K ﹤0.01%
3,865
+495
1557
$80.8K ﹤0.01%
3,561
+41
1558
$80.6K ﹤0.01%
3,026
-169
1559
$80.6K ﹤0.01%
1,498
+587
1560
$79.8K ﹤0.01%
998
+170
1561
$79.6K ﹤0.01%
700
+330
1562
$79.6K ﹤0.01%
2,328
+484
1563
$79.6K ﹤0.01%
2,375
+548
1564
$79.5K ﹤0.01%
1,576
-84
1565
$79.4K ﹤0.01%
1,336
+200
1566
$79.4K ﹤0.01%
4,683
+33
1567
$79.1K ﹤0.01%
2,264
1568
$79K ﹤0.01%
17,832
-1,610
1569
$78.1K ﹤0.01%
1,735
+681
1570
$77.9K ﹤0.01%
7,077
+1
1571
$77.6K ﹤0.01%
1,031
1572
$77K ﹤0.01%
2,900
-40
1573
$76.8K ﹤0.01%
4,000
1574
$76.6K ﹤0.01%
4,855
1575
$75.9K ﹤0.01%
10,600
-76
61 62
63
64 65