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
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$62.5K ﹤0.01%
2,066
-1,610
1602
$62.4K ﹤0.01%
5,151
+157
1603
$62.2K ﹤0.01%
3,304
+2,749
1604
$62K ﹤0.01%
184
1605
$61.8K ﹤0.01%
2,531
1606
$61.7K ﹤0.01%
555
+30
1607
$61.7K ﹤0.01%
7,858
+7,459
1608
$61.6K ﹤0.01%
1,687
+70
1609
$61.4K ﹤0.01%
+3,193
1610
$61.3K ﹤0.01%
11,112
-7
1611
$61.3K ﹤0.01%
7,845
+345
1612
$61.2K ﹤0.01%
508
1613
$61.2K ﹤0.01%
622
+85
1614
$61K ﹤0.01%
5,624
+488
1615
$60.9K ﹤0.01%
5,775
+84
1616
$60.5K ﹤0.01%
2,233
+191
1617
$60.4K ﹤0.01%
6,412
-358
1618
$60.4K ﹤0.01%
1,268
-100
1619
$60.3K ﹤0.01%
12,291
-789
1620
$60.1K ﹤0.01%
4,358
-20
1621
$59.8K ﹤0.01%
15,703
+88
1622
$59.4K ﹤0.01%
7,220
+6,010
1623
$59.3K ﹤0.01%
3,256
+2,000
1624
$59.3K ﹤0.01%
+2,997
1625
$59.2K ﹤0.01%
2,985
+386
63 64
65
66 67