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
2051
$12.6K ﹤0.01%
800
2052
$12.5K ﹤0.01%
237
2053
$12.5K ﹤0.01%
1,537
+642
2054
$12.4K ﹤0.01%
659
-81
2055
$12.4K ﹤0.01%
1,598
+986
2056
$12.4K ﹤0.01%
697
+34
2057
$12.3K ﹤0.01%
67
+12
2058
$12.3K ﹤0.01%
320
2059
$12.3K ﹤0.01%
700
2060
$12.2K ﹤0.01%
+2,500
2061
$12.2K ﹤0.01%
1,055
2062
$12.2K ﹤0.01%
556
-74
2063
$12.1K ﹤0.01%
122
-120
2064
$12K ﹤0.01%
917
-27
2065
$12K ﹤0.01%
+350
2066
$11.9K ﹤0.01%
300
2067
$11.9K ﹤0.01%
700
2068
$11.9K ﹤0.01%
190
-87
2069
$11.9K ﹤0.01%
445
2070
$11.7K ﹤0.01%
623
-59
2071
$11.7K ﹤0.01%
863
2072
$11.6K ﹤0.01%
412
2073
$11.5K ﹤0.01%
1,000
2074
$11.5K ﹤0.01%
109
2075
$11.5K ﹤0.01%
+1,180
81 82
83
84 85