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
1951
$17.8K ﹤0.01%
2,084
+137
1952
$17.7K ﹤0.01%
3,096
1953
$17.7K ﹤0.01%
1,341
+294
1954
$17.5K ﹤0.01%
500
1955
$17.4K ﹤0.01%
1,625
1956
$17.4K ﹤0.01%
2,936
1957
$17.3K ﹤0.01%
12,843
1958
$17.3K ﹤0.01%
1,215
+29
1959
$17.3K ﹤0.01%
175
1960
$17.2K ﹤0.01%
628
+31
1961
$17.1K ﹤0.01%
1,044
1962
$17.1K ﹤0.01%
564
+27
1963
$17K ﹤0.01%
1,633
+45
1964
$17K ﹤0.01%
589
1965
$17K ﹤0.01%
3,187
1966
$17K ﹤0.01%
+400
1967
$16.9K ﹤0.01%
1,900
-400
1968
$16.8K ﹤0.01%
683
+11
1969
$16.8K ﹤0.01%
1,270
+76
1970
$16.8K ﹤0.01%
264
1971
$16.8K ﹤0.01%
2,486
+158
1972
$16.7K ﹤0.01%
710
-59
1973
$16.7K ﹤0.01%
495
1974
$16.7K ﹤0.01%
3,931
-179
1975
$16.6K ﹤0.01%
549
+16
77 78
79
80 81