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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$57.9K ﹤0.01%
1,590
-70
1552
$57.9K ﹤0.01%
1,769
-108
1553
$57.7K ﹤0.01%
237
-299
1554
$57.3K ﹤0.01%
508
1555
$57K ﹤0.01%
3,051
1556
$56.3K ﹤0.01%
9,032
-13,273
1557
$56.2K ﹤0.01%
5,946
-13,110
1558
$55.9K ﹤0.01%
14,587
+379
1559
$55.8K ﹤0.01%
5,464
-228
1560
$55.6K ﹤0.01%
1,137
-60
1561
$55.5K ﹤0.01%
5,005
-10
1562
$55.4K ﹤0.01%
744
-587
1563
$55.2K ﹤0.01%
441
-1,069
1564
$55.2K ﹤0.01%
184
1565
$55.2K ﹤0.01%
3,909
-484
1566
$54.9K ﹤0.01%
2,066
1567
$54.8K ﹤0.01%
1,718
-606
1568
$54.7K ﹤0.01%
622
1569
$54.6K ﹤0.01%
1,268
1570
$54.5K ﹤0.01%
1,239
+151
1571
$54.3K ﹤0.01%
7,002
-218
1572
$54K ﹤0.01%
15,687
-3,553
1573
$53.8K ﹤0.01%
3,215
-556
1574
$53.2K ﹤0.01%
6,520
+108
1575
$53.1K ﹤0.01%
5,315
-800
61 62
63
64 65