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
1676
$48.8K ﹤0.01%
3,188
+377
1677
$48.6K ﹤0.01%
18,911
+18,077
1678
$48.5K ﹤0.01%
1,710
1679
$48.5K ﹤0.01%
13,392
+11,852
1680
$48.4K ﹤0.01%
5,691
+91
1681
$48.3K ﹤0.01%
4,240
1682
$48.3K ﹤0.01%
764
-15
1683
$48.1K ﹤0.01%
1,739
+675
1684
$47.6K ﹤0.01%
+2,777
1685
$47.5K ﹤0.01%
897
+1
1686
$47.5K ﹤0.01%
5,776
+41
1687
$47.3K ﹤0.01%
10,582
+404
1688
$47.2K ﹤0.01%
2,162
+44
1689
$46.9K ﹤0.01%
11,976
+29
1690
$46.7K ﹤0.01%
530
+37
1691
$46.7K ﹤0.01%
410
1692
$46.4K ﹤0.01%
400
+10
1693
$46.4K ﹤0.01%
1,838
+39
1694
$46.2K ﹤0.01%
1,154
+1
1695
$46.2K ﹤0.01%
396
+109
1696
$46.1K ﹤0.01%
5,470
+4,514
1697
$46K ﹤0.01%
956
+435
1698
$44.9K ﹤0.01%
4,994
+4,946
1699
$44.9K ﹤0.01%
1,122
+79
1700
$44.9K ﹤0.01%
4,978
+33
66 67
68
69 70