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
$14.1B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,875
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$33.1M
3
+$31.5M
4
USB icon
US Bancorp
USB
+$21.6M
5
BKNG icon
Booking.com
BKNG
+$18M

Top Sells

1
+$37.5M
2
+$31.9M
3
+$14.1M
4
BEN icon
Franklin Resources
BEN
+$11.9M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$9.45M

Sector Composition

1 Technology 26.54%
2 Financials 12.71%
3 Healthcare 11.49%
4 Consumer Discretionary 9.76%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$62.9K ﹤0.01%
8,810
+6,570
1577
$62.6K ﹤0.01%
716
1578
$62.3K ﹤0.01%
+10,800
1579
$62.3K ﹤0.01%
1,689
-35
1580
$62.2K ﹤0.01%
1,066
1581
$61.9K ﹤0.01%
3,782
-1,800
1582
$61.7K ﹤0.01%
1,500
+250
1583
$61.6K ﹤0.01%
2,710
+2,025
1584
$61.3K ﹤0.01%
7,541
+5,577
1585
$61.3K ﹤0.01%
776
1586
$61.2K ﹤0.01%
6,999
+5,489
1587
$61.1K ﹤0.01%
2,027
-3,927
1588
$60.8K ﹤0.01%
3,424
+89
1589
$60.7K ﹤0.01%
5,537
+5,400
1590
$60.7K ﹤0.01%
5,767
1591
$60.7K ﹤0.01%
826
-50
1592
$60.6K ﹤0.01%
1,000
1593
$60.5K ﹤0.01%
2,639
1594
$60.1K ﹤0.01%
1,920
-1,200
1595
$60.1K ﹤0.01%
900
1596
$59.9K ﹤0.01%
2,226
1597
$59.7K ﹤0.01%
1,761
1598
$59.5K ﹤0.01%
6,180
1599
$59.4K ﹤0.01%
1,415
1600
$59.4K ﹤0.01%
764
-1
62 63
64
65 66