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
1676
$58.9K ﹤0.01%
1,981
+670
1677
$58.6K ﹤0.01%
3,322
+662
1678
$58.6K ﹤0.01%
700
1679
$58.5K ﹤0.01%
1,230
+470
1680
$58.5K ﹤0.01%
685
-560
1681
$58.4K ﹤0.01%
2,136
+656
1682
$58.4K ﹤0.01%
1,810
1683
$58.3K ﹤0.01%
4,600
+2,600
1684
$58K ﹤0.01%
900
-6,959
1685
$57.6K ﹤0.01%
2,488
+744
1686
$57.4K ﹤0.01%
993
1687
$57.3K ﹤0.01%
500
1688
$57K ﹤0.01%
1,675
-5,610
1689
$56.9K ﹤0.01%
1,256
-114
1690
$56.9K ﹤0.01%
4,596
+1,107
1691
$56.8K ﹤0.01%
1,300
-375
1692
$56.6K ﹤0.01%
2,297
+17
1693
$56.6K ﹤0.01%
1,077
-230
1694
$56.5K ﹤0.01%
4,890
+4,620
1695
$56.5K ﹤0.01%
2,474
+1,427
1696
$56.3K ﹤0.01%
172
+32
1697
$56.1K ﹤0.01%
1,816
+200
1698
$56K ﹤0.01%
5,326
+1,110
1699
$55.6K ﹤0.01%
984
1700
$55.5K ﹤0.01%
2,362
+530
66 67
68
69 70