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
$13.1B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,902
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$12.1M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$11.6M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$11.4M

Top Sells

1
+$25.2M
2
+$9.5M
3
+$9.47M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M
5
T icon
AT&T
T
+$8.64M

Sector Composition

1 Technology 24.76%
2 Healthcare 11.96%
3 Financials 11.56%
4 Consumer Discretionary 9.2%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$28.6K ﹤0.01%
1,140
-20
1852
$28.4K ﹤0.01%
8,985
1853
$28.3K ﹤0.01%
897
1854
$28.3K ﹤0.01%
660
1855
$28.3K ﹤0.01%
6,700
1856
$28.2K ﹤0.01%
28
1857
$28.2K ﹤0.01%
1,194
1858
$28.1K ﹤0.01%
602
1859
$27.9K ﹤0.01%
500
+410
1860
$27.8K ﹤0.01%
11,350
-2,000
1861
$27.6K ﹤0.01%
3,491
1862
$27.6K ﹤0.01%
1,400
1863
$27.4K ﹤0.01%
1,055
+17
1864
$27K ﹤0.01%
1,124
+24
1865
$27K ﹤0.01%
6,119
1866
$27K ﹤0.01%
1,320
1867
$27K ﹤0.01%
1,123
1868
$26.8K ﹤0.01%
46
+1
1869
$26.7K ﹤0.01%
1,431
1870
$26.6K ﹤0.01%
1,740
1871
$26.5K ﹤0.01%
3,550
+29
1872
$26.5K ﹤0.01%
11,281
1873
$26.4K ﹤0.01%
1,154
1874
$26.2K ﹤0.01%
1,532
1875
$26.1K ﹤0.01%
450
73 74
75
76 77