Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$34M
3
+$30M
4
AMZN icon
Amazon
AMZN
+$29.2M
5
SBUX icon
Starbucks
SBUX
+$27.9M

Top Sells

1
+$19.2M
2
+$9M
3
+$7.16M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.96M
5
ABT icon
Abbott
ABT
+$5.68M

Sector Composition

1 Technology 23.46%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$89K ﹤0.01%
2,300
1577
$88K ﹤0.01%
13,660
+10,150
1578
$88K ﹤0.01%
1,113
+610
1579
$88K ﹤0.01%
+13,500
1580
$88K ﹤0.01%
2,563
+2,103
1581
$87K ﹤0.01%
7,250
+2,450
1582
$87K ﹤0.01%
1,430
+1,060
1583
$86K ﹤0.01%
2,458
+1,858
1584
$86K ﹤0.01%
1,325
+850
1585
$86K ﹤0.01%
4,980
+3,690
1586
$86K ﹤0.01%
2,905
-7,550
1587
$86K ﹤0.01%
8,685
+6,250
1588
$86K ﹤0.01%
13,210
+5,300
1589
$86K ﹤0.01%
13,510
1590
$86K ﹤0.01%
1,765
-324
1591
$86K ﹤0.01%
2,900
1592
$85K ﹤0.01%
4,400
+2,800
1593
$85K ﹤0.01%
3,140
+1,600
1594
$84K ﹤0.01%
8,500
-2,000
1595
$84K ﹤0.01%
+650
1596
$84K ﹤0.01%
3,700
1597
$83K ﹤0.01%
2,400
+1,600
1598
$83K ﹤0.01%
6,720
+3,700
1599
$83K ﹤0.01%
2,980
+2,200
1600
$83K ﹤0.01%
6,475
+100
62 63
64
65 66