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
$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 23.45%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$77K ﹤0.01%
5,450
+2,250
1627
$77K ﹤0.01%
1,400
+1,100
1628
$77K ﹤0.01%
2,550
+2,000
1629
$77K ﹤0.01%
+2,350
1630
$77K ﹤0.01%
1,265
+750
1631
$77K ﹤0.01%
11,900
1632
$77K ﹤0.01%
1,860
1633
$77K ﹤0.01%
2,250
+1,300
1634
$77K ﹤0.01%
1,760
+1,300
1635
$76K ﹤0.01%
+2,000
1636
$75K ﹤0.01%
+2,025
1637
$75K ﹤0.01%
8,403
+2,317
1638
$75K ﹤0.01%
2,925
1639
$75K ﹤0.01%
2,715
+1,400
1640
$75K ﹤0.01%
+990
1641
$75K ﹤0.01%
+1,200
1642
$75K ﹤0.01%
8,400
+3,200
1643
$75K ﹤0.01%
1,785
+1,270
1644
$75K ﹤0.01%
2,373
+1,300
1645
$75K ﹤0.01%
+4,115
1646
$74K ﹤0.01%
5,200
1647
$73K ﹤0.01%
+1,200
1648
$73K ﹤0.01%
18,900
1649
$73K ﹤0.01%
2,200
1650
$72K ﹤0.01%
885
+131
64 65
66
67 68