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
1626
$66.3K ﹤0.01%
3,331
+31
1627
$66.2K ﹤0.01%
1,650
+355
1628
$66.2K ﹤0.01%
1,154
-170
1629
$66K ﹤0.01%
2,122
1630
$65.8K ﹤0.01%
916
+90
1631
$65.4K ﹤0.01%
1,450
1632
$65.1K ﹤0.01%
3,828
+960
1633
$65.1K ﹤0.01%
1,174
+80
1634
$64.9K ﹤0.01%
1,130
1635
$64.8K ﹤0.01%
5,715
+3,025
1636
$64.7K ﹤0.01%
2,860
+825
1637
$64.6K ﹤0.01%
548
-800
1638
$64.6K ﹤0.01%
1,000
1639
$64.5K ﹤0.01%
668
-180
1640
$64.3K ﹤0.01%
1,674
+730
1641
$64.3K ﹤0.01%
3,620
+540
1642
$64.2K ﹤0.01%
4,181
+1,657
1643
$64.2K ﹤0.01%
1,359
+527
1644
$63.7K ﹤0.01%
8,670
1645
$63.5K ﹤0.01%
3,513
+43
1646
$63.3K ﹤0.01%
4,243
+71
1647
$62.9K ﹤0.01%
1,848
-13
1648
$62.8K ﹤0.01%
1,220
-18,699
1649
$62.7K ﹤0.01%
7,615
-2,560
1650
$62.6K ﹤0.01%
2,020
64 65
66
67 68