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
1551
$73.1K ﹤0.01%
11,855
-50
1552
$73.1K ﹤0.01%
5,364
+5,111
1553
$73K ﹤0.01%
207
1554
$72.6K ﹤0.01%
2,922
1555
$72.6K ﹤0.01%
1,339
1556
$72.4K ﹤0.01%
7,700
+920
1557
$71.9K ﹤0.01%
1,285
-64,955
1558
$71.4K ﹤0.01%
2,493
+316
1559
$71K ﹤0.01%
4,393
+2,223
1560
$71K ﹤0.01%
4,548
-2,039
1561
$70.8K ﹤0.01%
994
+53
1562
$70.6K ﹤0.01%
1,953
+257
1563
$70.4K ﹤0.01%
3,051
1564
$70.4K ﹤0.01%
2,222
1565
$70.2K ﹤0.01%
19,240
-149
1566
$69.9K ﹤0.01%
2,180
1567
$69.7K ﹤0.01%
3,699
-2,585
1568
$69.6K ﹤0.01%
1,400
-81
1569
$69.4K ﹤0.01%
2,568
+2,498
1570
$69.3K ﹤0.01%
1,774
-16
1571
$69K ﹤0.01%
7,488
-259
1572
$68.8K ﹤0.01%
6,651
+693
1573
$68.2K ﹤0.01%
368
+100
1574
$68K ﹤0.01%
1,452
+162
1575
$67.9K ﹤0.01%
1,859
+516
61 62
63
64 65