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
1801
$51K ﹤0.01%
+2,300
1802
$51K ﹤0.01%
1,985
+1,500
1803
$51K ﹤0.01%
+1,150
1804
$50K ﹤0.01%
2,350
+1,800
1805
$50K ﹤0.01%
+1,450
1806
$50K ﹤0.01%
+800
1807
$50K ﹤0.01%
3,218
1808
$50K ﹤0.01%
+1,200
1809
$50K ﹤0.01%
+330
1810
$50K ﹤0.01%
+650
1811
$50K ﹤0.01%
1,195
+1,000
1812
$50K ﹤0.01%
2,365
+1,600
1813
$49K ﹤0.01%
1,755
+1,450
1814
$49K ﹤0.01%
+2,600
1815
$49K ﹤0.01%
3,100
1816
$49K ﹤0.01%
+2,550
1817
$49K ﹤0.01%
+1,800
1818
$49K ﹤0.01%
2,470
+1,750
1819
$49K ﹤0.01%
1,396
+1,056
1820
$49K ﹤0.01%
+1,000
1821
$48K ﹤0.01%
+1,200
1822
$48K ﹤0.01%
+3,050
1823
$48K ﹤0.01%
3,100
1824
$48K ﹤0.01%
+1,000
1825
$48K ﹤0.01%
7,825
+5,700
71 72
73
74 75