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
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
1951
$21.2K ﹤0.01%
9,770
+214
1952
$21.1K ﹤0.01%
7,277
1953
$21.1K ﹤0.01%
351
1954
$21K ﹤0.01%
240
+5
1955
$21K ﹤0.01%
3,470
+2,006
1956
$21K ﹤0.01%
2,990
+20
1957
$20.8K ﹤0.01%
1,156
+16
1958
$20.8K ﹤0.01%
850
+835
1959
$20.7K ﹤0.01%
3,429
-791
1960
$20.7K ﹤0.01%
2,309
1961
$20.6K ﹤0.01%
730
1962
$20.4K ﹤0.01%
160
1963
$20.3K ﹤0.01%
1,620
+10
1964
$20.2K ﹤0.01%
665
1965
$20.2K ﹤0.01%
9,983
1966
$20.2K ﹤0.01%
2,361
1967
$20K ﹤0.01%
538
-1,000
1968
$20K ﹤0.01%
+4,170
1969
$20K ﹤0.01%
6,667
+1,220
1970
$20K ﹤0.01%
1,443
1971
$19.9K ﹤0.01%
1,400
1972
$19.9K ﹤0.01%
2,621
+150
1973
$19.8K ﹤0.01%
1,483
1974
$19.8K ﹤0.01%
842
1975
$19.8K ﹤0.01%
8,268
+5,143
77 78
79
80 81