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
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$67.9K ﹤0.01%
7,610
+55
1577
$67.9K ﹤0.01%
995
+31
1578
$67.7K ﹤0.01%
5,342
1579
$67.7K ﹤0.01%
6,230
-12,885
1580
$67.3K ﹤0.01%
625
+277
1581
$67.2K ﹤0.01%
1,824
1582
$66.8K ﹤0.01%
+5,257
1583
$66.8K ﹤0.01%
624
+80
1584
$66.7K ﹤0.01%
2,222
+22
1585
$65.7K ﹤0.01%
4,850
-1,488
1586
$65.6K ﹤0.01%
900
1587
$65K ﹤0.01%
13,048
+132
1588
$64.8K ﹤0.01%
8,074
+332
1589
$64.6K ﹤0.01%
17,318
+5,160
1590
$64.5K ﹤0.01%
1,188
-30
1591
$64K ﹤0.01%
1,066
1592
$63.8K ﹤0.01%
836
+210
1593
$63.7K ﹤0.01%
1,031
1594
$63.7K ﹤0.01%
756
+15
1595
$63.5K ﹤0.01%
2,891
+40
1596
$63.4K ﹤0.01%
4,400
1597
$63.2K ﹤0.01%
991
+165
1598
$63K ﹤0.01%
5,811
+2
1599
$62.9K ﹤0.01%
21,183
-14,902
1600
$62.7K ﹤0.01%
9,187
+9
62 63
64
65 66