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
1726
$50.3K ﹤0.01%
3,202
+112
1727
$50.3K ﹤0.01%
8,377
+1,250
1728
$50.1K ﹤0.01%
625
1729
$49.6K ﹤0.01%
3,460
+430
1730
$49.5K ﹤0.01%
+1,326
1731
$49.5K ﹤0.01%
+2,470
1732
$49.5K ﹤0.01%
1,002
+280
1733
$49.1K ﹤0.01%
+4,179
1734
$48.9K ﹤0.01%
1,528
+817
1735
$48.8K ﹤0.01%
776
1736
$48.7K ﹤0.01%
1,171
+71
1737
$48.7K ﹤0.01%
1,645
+242
1738
$48.6K ﹤0.01%
3,730
-10
1739
$48.4K ﹤0.01%
1,053
-15,187
1740
$48K ﹤0.01%
2,248
+78
1741
$48K ﹤0.01%
2,200
1742
$47.7K ﹤0.01%
1,821
+21
1743
$47.7K ﹤0.01%
513
+3
1744
$47.4K ﹤0.01%
2,150
+108
1745
$47.3K ﹤0.01%
1,810
+205
1746
$47.2K ﹤0.01%
300
1747
$47.2K ﹤0.01%
870
1748
$47.1K ﹤0.01%
4,786
+4,211
1749
$46.8K ﹤0.01%
25,990
+13,470
1750
$46.6K ﹤0.01%
3,610
+22
68 69
70
71 72