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
$13.1B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,902
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$12.1M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$11.6M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$11.4M

Top Sells

1
+$25.2M
2
+$9.5M
3
+$9.47M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M
5
T icon
AT&T
T
+$8.64M

Sector Composition

1 Technology 24.76%
2 Healthcare 11.96%
3 Financials 11.56%
4 Consumer Discretionary 9.2%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$66.2K ﹤0.01%
2,600
-939
1602
$65.6K ﹤0.01%
2,022
-100
1603
$65.5K ﹤0.01%
4,228
1604
$65.2K ﹤0.01%
1,927
1605
$65K ﹤0.01%
3,120
1606
$65K ﹤0.01%
1,336
1607
$64.9K ﹤0.01%
4,940
+40
1608
$64.4K ﹤0.01%
720
+35
1609
$64K ﹤0.01%
916
1610
$63.7K ﹤0.01%
2,362
1611
$63K ﹤0.01%
4,955
+15
1612
$62.7K ﹤0.01%
4,859
-286
1613
$62.1K ﹤0.01%
1,356
+100
1614
$61.9K ﹤0.01%
22,330
-2,070
1615
$61.8K ﹤0.01%
3,850
-20
1616
$61.4K ﹤0.01%
2,001
+1,514
1617
$61.2K ﹤0.01%
4,103
1618
$60.9K ﹤0.01%
2,440
-18,160
1619
$60.7K ﹤0.01%
3,490
-23
1620
$60.2K ﹤0.01%
3,322
1621
$60.1K ﹤0.01%
4,038
+1,000
1622
$59.6K ﹤0.01%
2,801
1623
$59.5K ﹤0.01%
2,656
+2,019
1624
$59.4K ﹤0.01%
6,000
1625
$59.3K ﹤0.01%
2,975
63 64
65
66 67