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
1826
$37.6K ﹤0.01%
1,500
-1,513
1827
$37.5K ﹤0.01%
771
+379
1828
$37.5K ﹤0.01%
5,375
-34,962
1829
$37.5K ﹤0.01%
3,335
+11
1830
$37.4K ﹤0.01%
2,030
+610
1831
$37.3K ﹤0.01%
690
+632
1832
$37.2K ﹤0.01%
5,291
+3,371
1833
$37.2K ﹤0.01%
2,977
+732
1834
$37.1K ﹤0.01%
5,942
+2,021
1835
$37K ﹤0.01%
4,152
+2,447
1836
$36.9K ﹤0.01%
4,168
+3,318
1837
$36.9K ﹤0.01%
875
+811
1838
$36.8K ﹤0.01%
3,380
1839
$36.8K ﹤0.01%
609
+282
1840
$36.6K ﹤0.01%
7,578
+3,770
1841
$36.3K ﹤0.01%
1,400
-62
1842
$36.1K ﹤0.01%
4,424
+11
1843
$36.1K ﹤0.01%
4,005
+2,230
1844
$36.1K ﹤0.01%
1,457
+1,454
1845
$36K ﹤0.01%
650
1846
$35.9K ﹤0.01%
809
+490
1847
$35.8K ﹤0.01%
+3,791
1848
$35.7K ﹤0.01%
+866
1849
$35.7K ﹤0.01%
1,915
-1,485
1850
$35.7K ﹤0.01%
660
-1,300
72 73
74
75 76