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
1726
$59K ﹤0.01%
610
+450
1727
$59K ﹤0.01%
2,750
+1,600
1728
$59K ﹤0.01%
3,845
+2,900
1729
$59K ﹤0.01%
740
+510
1730
$59K ﹤0.01%
4,050
+3,000
1731
$59K ﹤0.01%
1,450
+950
1732
$59K ﹤0.01%
+900
1733
$59K ﹤0.01%
3,005
+1,850
1734
$59K ﹤0.01%
+14,741
1735
$59K ﹤0.01%
+600
1736
$59K ﹤0.01%
+1,600
1737
$58K ﹤0.01%
9,190
+7,270
1738
$58K ﹤0.01%
5,700
1739
$58K ﹤0.01%
545
+30
1740
$58K ﹤0.01%
+1,515
1741
$58K ﹤0.01%
5,335
+4,200
1742
$58K ﹤0.01%
875
+650
1743
$58K ﹤0.01%
11,200
1744
$58K ﹤0.01%
2,300
+245
1745
$58K ﹤0.01%
1,620
+1,200
1746
$58K ﹤0.01%
2,345
+1,650
1747
$58K ﹤0.01%
2,863
-8,843
1748
$58K ﹤0.01%
+2,200
1749
$57K ﹤0.01%
+400
1750
$57K ﹤0.01%
1,031
68 69
70
71 72