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
1751
$46.4K ﹤0.01%
14,470
+3,050
1752
$46.3K ﹤0.01%
9,339
+3,389
1753
$46.3K ﹤0.01%
2,128
-11,300
1754
$46.3K ﹤0.01%
15,735
+7,895
1755
$46.1K ﹤0.01%
10,744
+9,920
1756
$45.8K ﹤0.01%
1,445
+449
1757
$45.6K ﹤0.01%
4,032
1758
$45.6K ﹤0.01%
31,440
-27,213
1759
$45.5K ﹤0.01%
1,960
+921
1760
$45.4K ﹤0.01%
374
+60
1761
$45.2K ﹤0.01%
1,646
+26
1762
$45.2K ﹤0.01%
2,103
1763
$45.1K ﹤0.01%
3,675
-200
1764
$45K ﹤0.01%
318
-504
1765
$44.7K ﹤0.01%
2,531
+2,521
1766
$44.7K ﹤0.01%
1,585
+340
1767
$44.6K ﹤0.01%
13,993
+2,093
1768
$44.4K ﹤0.01%
20,480
+3,090
1769
$44.3K ﹤0.01%
13,025
1770
$44.2K ﹤0.01%
716
-2,300
1771
$44.1K ﹤0.01%
1,410
+60
1772
$43.9K ﹤0.01%
5,876
+4,760
1773
$43.7K ﹤0.01%
1,066
+16
1774
$43.7K ﹤0.01%
2,201
-1,149
1775
$43.5K ﹤0.01%
2,120
-4,000
69 70
71
72 73