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
2076
$12.9K ﹤0.01%
425
+29
2077
$12.9K ﹤0.01%
535
-1,115
2078
$12.7K ﹤0.01%
270
2079
$12.7K ﹤0.01%
580
-1,120
2080
$12.6K ﹤0.01%
1,200
2081
$12.6K ﹤0.01%
1,410
2082
$12.6K ﹤0.01%
3,950
+40
2083
$12.4K ﹤0.01%
236
-400
2084
$12.4K ﹤0.01%
1,360
2085
$12.3K ﹤0.01%
687
+10
2086
$12.3K ﹤0.01%
885
-2,828
2087
$12.3K ﹤0.01%
210
+200
2088
$12.3K ﹤0.01%
524
2089
$12.3K ﹤0.01%
567
-11,600
2090
$12.1K ﹤0.01%
4,800
-8,050
2091
$12.1K ﹤0.01%
+2,500
2092
$12K ﹤0.01%
425
2093
$11.9K ﹤0.01%
+1,055
2094
$11.9K ﹤0.01%
3,090
-51
2095
$11.8K ﹤0.01%
590
2096
$11.5K ﹤0.01%
452
2097
$11.4K ﹤0.01%
635
+10
2098
$11.4K ﹤0.01%
495
+16
2099
$11.3K ﹤0.01%
565
-1,020
2100
$11.3K ﹤0.01%
2,690
82 83
84
85 86