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
1601
$83K ﹤0.01%
7,047
+6,697
1602
$83K ﹤0.01%
+2,100
1603
$82K ﹤0.01%
3,260
+1,500
1604
$81K ﹤0.01%
200
1605
$81K ﹤0.01%
5,870
+2,500
1606
$81K ﹤0.01%
4,370
+2,400
1607
$81K ﹤0.01%
2,150
+950
1608
$81K ﹤0.01%
3,000
1609
$80K ﹤0.01%
33
+6
1610
$80K ﹤0.01%
142
+92
1611
$80K ﹤0.01%
11,960
1612
$80K ﹤0.01%
5,310
+4,370
1613
$80K ﹤0.01%
8,375
1614
$80K ﹤0.01%
1,180
+850
1615
$79K ﹤0.01%
+450
1616
$79K ﹤0.01%
13,800
+5,100
1617
$79K ﹤0.01%
2,300
1618
$78K ﹤0.01%
750
1619
$78K ﹤0.01%
1,760
+1,100
1620
$78K ﹤0.01%
+100
1621
$78K ﹤0.01%
1,860
+1,330
1622
$78K ﹤0.01%
4,000
+1,599
1623
$78K ﹤0.01%
4,458
-9,399
1624
$78K ﹤0.01%
3,004
+2,274
1625
$78K ﹤0.01%
1,530
+1,150
63 64
65
66 67