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
176
$15.7M 0.12%
227,273
-5,993
177
$15.6M 0.12%
90,666
-1,865
178
$15.4M 0.12%
67,555
+1,501
179
$15.3M 0.12%
74,862
+924
180
$15.3M 0.12%
93,392
-8
181
$15.2M 0.12%
125,360
+49,273
182
$15.2M 0.12%
387,500
183
$15M 0.11%
155,053
-7,178
184
$15M 0.11%
58,536
-8,853
185
$14.9M 0.11%
510,565
+28,075
186
$14.8M 0.11%
446,555
-5,875
187
$14.7M 0.11%
122,034
+19,512
188
$14.6M 0.11%
195,890
-8,024
189
$14.4M 0.11%
213,287
-5,650
190
$14.4M 0.11%
85,235
-1,100
191
$14.3M 0.11%
70,652
+42,995
192
$14.1M 0.11%
61,996
-542
193
$14.1M 0.11%
122,131
+99,908
194
$14M 0.11%
77,930
-2,200
195
$13.9M 0.11%
252,376
+13,088
196
$13.9M 0.11%
221,156
+11,499
197
$13.9M 0.11%
111,237
-4,830
198
$13.9M 0.11%
182,693
+1,060
199
$13.7M 0.1%
216,301
+5
200
$13.7M 0.1%
26,624
-90
6 7
8
9 10