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
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$19.7K ﹤0.01%
551
+4
1952
$19.6K ﹤0.01%
1,170
+40
1953
$19.6K ﹤0.01%
3,035
+32
1954
$19.6K ﹤0.01%
595
1955
$19.3K ﹤0.01%
2,833
+181
1956
$19.2K ﹤0.01%
1,785
+166
1957
$19.2K ﹤0.01%
2,241
+2,234
1958
$19.1K ﹤0.01%
803
+120
1959
$19.1K ﹤0.01%
1,921
+115
1960
$19.1K ﹤0.01%
1,516
+16
1961
$19K ﹤0.01%
+1,455
1962
$19K ﹤0.01%
1,228
+50
1963
$18.9K ﹤0.01%
2,269
-28
1964
$18.9K ﹤0.01%
588
-47,939
1965
$18.9K ﹤0.01%
487
+6
1966
$18.8K ﹤0.01%
960
1967
$18.7K ﹤0.01%
28
1968
$18.6K ﹤0.01%
533
+31
1969
$18.6K ﹤0.01%
1,536
+340
1970
$18.6K ﹤0.01%
224
-6
1971
$18.5K ﹤0.01%
534
+9
1972
$18.4K ﹤0.01%
3,700
+2,200
1973
$18.4K ﹤0.01%
7,424
1974
$18.4K ﹤0.01%
1,160
+60
1975
$18.4K ﹤0.01%
464
+18
77 78
79
80 81