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
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$40.4K ﹤0.01%
4,639
+293
1727
$40.3K ﹤0.01%
909
1728
$40.1K ﹤0.01%
1,135
1729
$39.5K ﹤0.01%
1,703
-12,823
1730
$39.5K ﹤0.01%
6,239
+73
1731
$39.4K ﹤0.01%
725
+530
1732
$39.3K ﹤0.01%
1,226
+50
1733
$39.2K ﹤0.01%
1,283
1734
$39.2K ﹤0.01%
470
+5
1735
$38.9K ﹤0.01%
2,271
+53
1736
$38.8K ﹤0.01%
+400
1737
$38.7K ﹤0.01%
2,935
1738
$38.6K ﹤0.01%
290
+2
1739
$38.5K ﹤0.01%
462
-28
1740
$38K ﹤0.01%
770
1741
$38K ﹤0.01%
1,256
1742
$37.9K ﹤0.01%
11,077
-1,136
1743
$37.8K ﹤0.01%
7,220
+53
1744
$37.7K ﹤0.01%
203
+27
1745
$37.7K ﹤0.01%
1,499
-88
1746
$37.5K ﹤0.01%
2,987
-63
1747
$37.2K ﹤0.01%
2,386
+6
1748
$37.2K ﹤0.01%
3,119
+90
1749
$37.2K ﹤0.01%
1,200
1750
$37.1K ﹤0.01%
754
-24
68 69
70
71 72