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
1626
$58.9K ﹤0.01%
669
+6
1627
$58.9K ﹤0.01%
5,523
1628
$58.9K ﹤0.01%
2,700
-1,500
1629
$58.7K ﹤0.01%
7,935
-374
1630
$58.7K ﹤0.01%
2,804
+2
1631
$58.5K ﹤0.01%
11,563
1632
$58.4K ﹤0.01%
180
+60
1633
$58.3K ﹤0.01%
3,208
+44
1634
$57.8K ﹤0.01%
4,600
-8,000
1635
$57.5K ﹤0.01%
7,257
+188
1636
$57.1K ﹤0.01%
939
+539
1637
$56.9K ﹤0.01%
18,730
+241
1638
$56.7K ﹤0.01%
7,980
+7,380
1639
$56.6K ﹤0.01%
+6,097
1640
$56.5K ﹤0.01%
5,062
+262
1641
$56.5K ﹤0.01%
1,088
+454
1642
$55.9K ﹤0.01%
4,316
+2,500
1643
$55.9K ﹤0.01%
18,320
1644
$55.3K ﹤0.01%
441
+31
1645
$55.1K ﹤0.01%
721
-4
1646
$55.1K ﹤0.01%
1,080
+27
1647
$54.7K ﹤0.01%
8,002
+30
1648
$53.8K ﹤0.01%
14,746
+459
1649
$53.7K ﹤0.01%
1,866
-9
1650
$53.6K ﹤0.01%
2,359
-281
64 65
66
67 68