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
1751
$57K ﹤0.01%
21,060
1752
$57K ﹤0.01%
+1,350
1753
$56K ﹤0.01%
1,600
1754
$56K ﹤0.01%
4,030
+3,100
1755
$56K ﹤0.01%
8,885
-530
1756
$56K ﹤0.01%
+1,000
1757
$56K ﹤0.01%
+9
1758
$56K ﹤0.01%
3,125
+2,350
1759
$56K ﹤0.01%
2,610
+2,050
1760
$56K ﹤0.01%
2,945
1761
$55K ﹤0.01%
705
+500
1762
$55K ﹤0.01%
985
+650
1763
$55K ﹤0.01%
825
+600
1764
$55K ﹤0.01%
3,509
+820
1765
$55K ﹤0.01%
3,687
+3,247
1766
$55K ﹤0.01%
1,040
+700
1767
$55K ﹤0.01%
+2,050
1768
$55K ﹤0.01%
+550
1769
$55K ﹤0.01%
+3,200
1770
$55K ﹤0.01%
33,651
1771
$54K ﹤0.01%
715
+500
1772
$54K ﹤0.01%
+9,550
1773
$54K ﹤0.01%
2,150
+1,550
1774
$54K ﹤0.01%
3,300
1775
$54K ﹤0.01%
53
69 70
71
72 73