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
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$57.3K ﹤0.01%
37,480
1627
$57.3K ﹤0.01%
2,531
1628
$57.3K ﹤0.01%
7,916
+111
1629
$57.2K ﹤0.01%
601
+38
1630
$57K ﹤0.01%
4,689
+2,235
1631
$56.8K ﹤0.01%
5,769
+4,320
1632
$56.6K ﹤0.01%
1,415
1633
$56.3K ﹤0.01%
611
-5
1634
$56.1K ﹤0.01%
1,506
+71
1635
$55.6K ﹤0.01%
522
+500
1636
$55.5K ﹤0.01%
873
-200
1637
$55.3K ﹤0.01%
7,498
+2,961
1638
$55.2K ﹤0.01%
1,516
+34
1639
$55K ﹤0.01%
1,467
1640
$54.4K ﹤0.01%
2,360
+2
1641
$54.4K ﹤0.01%
+3,539
1642
$54K ﹤0.01%
508
+379
1643
$53.9K ﹤0.01%
1,092
+65
1644
$53.8K ﹤0.01%
19,412
+4,702
1645
$53.7K ﹤0.01%
5,166
+179
1646
$53.5K ﹤0.01%
11,613
+281
1647
$53.5K ﹤0.01%
4,439
-11
1648
$53.4K ﹤0.01%
1,729
+17
1649
$53.1K ﹤0.01%
4,384
+134
1650
$52.6K ﹤0.01%
1,427
-500
64 65
66
67 68