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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$39.9K ﹤0.01%
6,747
+784
1652
$39.7K ﹤0.01%
3,066
-100
1653
$39.7K ﹤0.01%
7,241
+21
1654
$39.6K ﹤0.01%
3,077
-2,611
1655
$39.6K ﹤0.01%
1,969
-88
1656
$39.5K ﹤0.01%
796
+393
1657
$39.5K ﹤0.01%
1,898
-13
1658
$39.4K ﹤0.01%
2,715
-81
1659
$39.4K ﹤0.01%
1,563
-846
1660
$39.1K ﹤0.01%
1,135
1661
$39.1K ﹤0.01%
596
-1
1662
$39K ﹤0.01%
12,050
-55
1663
$39K ﹤0.01%
394
-47
1664
$38.9K ﹤0.01%
962
+2
1665
$38.8K ﹤0.01%
1,032
+1,000
1666
$38.1K ﹤0.01%
2,416
+30
1667
$38K ﹤0.01%
850
1668
$37.7K ﹤0.01%
194
+113
1669
$37.4K ﹤0.01%
1,077
-49
1670
$37.3K ﹤0.01%
1,200
1671
$37.1K ﹤0.01%
2,737
+405
1672
$37K ﹤0.01%
3,424
1673
$36.6K ﹤0.01%
2,556
+546
1674
$36.5K ﹤0.01%
410
-14,115
1675
$36.5K ﹤0.01%
38
+26
65 66
67
68 69