Nisa Investment Advisors Portfolio holdings
AUM
$22.2B
1-Year Return
21.03%
This Quarter Return
+0.21%
1 Year Return
+21.03%
3 Year Return
+95.61%
5 Year Return
+159.15%
10 Year Return
+382.87%
AUM
$16.5M
AUM Growth
+$462K
(+2.9%)
Cap. Flow
+$577K
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
2,379
New
58
Increased
411
Reduced
622
Closed
67
Top Buys
| 1 |
Vroom, Inc. Common Stock
VRM
|
+$83.4K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$45.9K |
| 3 |
Alibaba
BABA
|
+$43.7K |
| 4 |
Sea Limited
SE
|
+$43K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$41.3K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$11.9K |
| 2 |
NVIDIA
NVDA
|
+$10.5K |
| 3 |
ConocoPhillips
COP
|
+$10.4K |
| 4 |
Cintas
CTAS
|
+$8.61K |
| 5 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$8.22K |
Sector Composition
| 1 | Technology | 20.35% |
| 2 | Financials | 11.47% |
| 3 | Healthcare | 11.18% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Communication Services | 8.59% |
