Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$34M
3
+$30M
4
AMZN icon
Amazon
AMZN
+$29.2M
5
SBUX icon
Starbucks
SBUX
+$27.9M

Top Sells

1
+$19.2M
2
+$9M
3
+$7.16M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.96M
5
ABT icon
Abbott
ABT
+$5.68M

Sector Composition

1 Technology 23.46%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$64K ﹤0.01%
+850
1702
$64K ﹤0.01%
+5,450
1703
$64K ﹤0.01%
+800
1704
$64K ﹤0.01%
+1,829
1705
$64K ﹤0.01%
1,885
+1,350
1706
$64K ﹤0.01%
5,799
+1,546
1707
$63K ﹤0.01%
+4,450
1708
$63K ﹤0.01%
4,160
+3,100
1709
$63K ﹤0.01%
12,500
1710
$63K ﹤0.01%
4,180
+3,000
1711
$63K ﹤0.01%
1,025
1712
$63K ﹤0.01%
17,150
+12,650
1713
$63K ﹤0.01%
4,235
+3,400
1714
$63K ﹤0.01%
4,950
1715
$63K ﹤0.01%
17,700
+4,900
1716
$62K ﹤0.01%
1,565
+1,200
1717
$62K ﹤0.01%
+2,909
1718
$61K ﹤0.01%
750
1719
$61K ﹤0.01%
4,450
+3,200
1720
$61K ﹤0.01%
10,135
1721
$61K ﹤0.01%
7,445
+6,018
1722
$61K ﹤0.01%
6,830
+5,650
1723
$61K ﹤0.01%
23,740
1724
$60K ﹤0.01%
7,430
+4,950
1725
$60K ﹤0.01%
2,192
67 68
69
70 71