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
1776
$43.5K ﹤0.01%
4,870
+810
1777
$43.4K ﹤0.01%
9,369
1778
$43.2K ﹤0.01%
2,650
1779
$42.9K ﹤0.01%
600
1780
$42.9K ﹤0.01%
1,320
+86
1781
$42.5K ﹤0.01%
1,254
+230
1782
$42.2K ﹤0.01%
3,482
+530
1783
$42.2K ﹤0.01%
489
+208
1784
$42K ﹤0.01%
1,900
-84
1785
$41.9K ﹤0.01%
6,842
1786
$41.9K ﹤0.01%
5,767
1787
$41.7K ﹤0.01%
8,072
+2,500
1788
$41.7K ﹤0.01%
1,615
+500
1789
$41.5K ﹤0.01%
918
+851
1790
$41.5K ﹤0.01%
7,377
+5,407
1791
$41.5K ﹤0.01%
1,590
+290
1792
$41.4K ﹤0.01%
3,895
+1,112
1793
$41.3K ﹤0.01%
1,954
+4
1794
$41.3K ﹤0.01%
+3,550
1795
$41.1K ﹤0.01%
1,069
+630
1796
$41.1K ﹤0.01%
+3,038
1797
$41.1K ﹤0.01%
5,836
+1,965
1798
$40.8K ﹤0.01%
1,681
+1,106
1799
$40.8K ﹤0.01%
636
+600
1800
$40.5K ﹤0.01%
1,879
+1,359
70 71
72
73 74