Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$19.5K ﹤0.01%
1,593
1927
$19.4K ﹤0.01%
7,263
+4,803
1928
$19.4K ﹤0.01%
428
+10
1929
$19.3K ﹤0.01%
1,154
-2,396
1930
$19.1K ﹤0.01%
1,369
+96
1931
$19K ﹤0.01%
446
-12
1932
$19K ﹤0.01%
371
1933
$18.8K ﹤0.01%
658
+95
1934
$18.8K ﹤0.01%
337
1935
$18.8K ﹤0.01%
546
-36
1936
$18.8K ﹤0.01%
2,494
-75
1937
$18.7K ﹤0.01%
387
1938
$18.7K ﹤0.01%
1,032
1939
$18.6K ﹤0.01%
848
1940
$18.6K ﹤0.01%
561
1941
$18.6K ﹤0.01%
607
-9
1942
$18.5K ﹤0.01%
380
1943
$18.5K ﹤0.01%
1,418
-155
1944
$18.5K ﹤0.01%
2,410
+33
1945
$18.4K ﹤0.01%
584
-19
1946
$18.2K ﹤0.01%
491
+70
1947
$18.1K ﹤0.01%
313
-5
1948
$18K ﹤0.01%
1,282
-55
1949
$17.8K ﹤0.01%
580
+38
1950
$17.8K ﹤0.01%
1,687
-20
76 77
78
79 80