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
1801
$40.4K ﹤0.01%
995
-9
1802
$40.1K ﹤0.01%
1,761
+11
1803
$40.1K ﹤0.01%
1,515
-618
1804
$40.1K ﹤0.01%
2,814
1805
$39.9K ﹤0.01%
2,225
-22
1806
$39.9K ﹤0.01%
670
+10
1807
$39.9K ﹤0.01%
4,875
+4,017
1808
$39.8K ﹤0.01%
174
+1
1809
$39.6K ﹤0.01%
+1,251
1810
$39.5K ﹤0.01%
4,230
+3,860
1811
$39.2K ﹤0.01%
4,220
-17,105
1812
$39.1K ﹤0.01%
3,117
+980
1813
$39.1K ﹤0.01%
1,699
1814
$39.1K ﹤0.01%
4,339
+1,240
1815
$39K ﹤0.01%
1,190
+1,123
1816
$38.9K ﹤0.01%
1,463
+210
1817
$38.9K ﹤0.01%
434
+320
1818
$38.7K ﹤0.01%
4,240
+10
1819
$38.7K ﹤0.01%
235
-3,114
1820
$38.7K ﹤0.01%
3,590
+3,565
1821
$38.6K ﹤0.01%
2,504
+580
1822
$38.4K ﹤0.01%
6,859
+1,326
1823
$38.3K ﹤0.01%
3,047
+682
1824
$38.1K ﹤0.01%
4,052
+1,220
1825
$37.7K ﹤0.01%
1,012
+4
71 72
73
74 75