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
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$71.6K ﹤0.01%
8,180
+5,180
1602
$71.2K ﹤0.01%
2,181
+640
1603
$71.2K ﹤0.01%
1,199
-120
1604
$71.1K ﹤0.01%
11,672
-40
1605
$70.7K ﹤0.01%
500
1606
$70.2K ﹤0.01%
4,940
+829
1607
$70.1K ﹤0.01%
4,497
1608
$69.6K ﹤0.01%
3,713
+423
1609
$69.6K ﹤0.01%
1,110
1610
$69.5K ﹤0.01%
14,278
+148
1611
$69.5K ﹤0.01%
1,505
+175
1612
$69.3K ﹤0.01%
1,955
-180
1613
$69.2K ﹤0.01%
2,500
1614
$69.1K ﹤0.01%
2,324
+24
1615
$68.9K ﹤0.01%
1,380
+180
1616
$68.8K ﹤0.01%
20,856
-131,940
1617
$68.5K ﹤0.01%
5,390
-858
1618
$68.3K ﹤0.01%
3,090
+730
1619
$67.7K ﹤0.01%
671
+540
1620
$67.6K ﹤0.01%
4,595
+3,493
1621
$67.4K ﹤0.01%
1,305
+425
1622
$67.1K ﹤0.01%
1,481
-266
1623
$66.9K ﹤0.01%
2,515
+530
1624
$66.7K ﹤0.01%
17,145
-8,275
1625
$66.4K ﹤0.01%
+5,700
63 64
65
66 67