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
1851
$35.6K ﹤0.01%
2,252
+810
1852
$35.3K ﹤0.01%
3,442
1853
$35.3K ﹤0.01%
2,665
+2,315
1854
$34.9K ﹤0.01%
1,422
+372
1855
$34.8K ﹤0.01%
8,985
+7,770
1856
$34.7K ﹤0.01%
28
-1
1857
$34.7K ﹤0.01%
295
-70
1858
$34.6K ﹤0.01%
1,689
+227
1859
$34.4K ﹤0.01%
2,419
+370
1860
$34.3K ﹤0.01%
931
+90
1861
$34.2K ﹤0.01%
1,975
-34,985
1862
$34.2K ﹤0.01%
1,273
-224
1863
$34.2K ﹤0.01%
717
1864
$34.2K ﹤0.01%
422
+300
1865
$34K ﹤0.01%
708
-2,303
1866
$34K ﹤0.01%
1,882
+682
1867
$33.9K ﹤0.01%
8,323
+6,440
1868
$33.8K ﹤0.01%
3,873
1869
$33.8K ﹤0.01%
516
-775
1870
$33.8K ﹤0.01%
1,490
-23
1871
$33.7K ﹤0.01%
3,249
+2,802
1872
$33.6K ﹤0.01%
1,838
+318
1873
$33.5K ﹤0.01%
3,440
-9,210
1874
$33.5K ﹤0.01%
3,370
+3,074
1875
$33.5K ﹤0.01%
688
-220
73 74
75
76 77