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
$15.9B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,020
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$74.5M
3
+$29.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$27.2M

Top Sells

1
+$52.9M
2
+$41.1M
3
+$31.9M
4
SPOT icon
Spotify
SPOT
+$29.7M
5
MA icon
Mastercard
MA
+$25.6M

Sector Composition

1 Technology 29.94%
2 Financials 11.62%
3 Healthcare 10.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$10.1K ﹤0.01%
1,587
+1,553
2152
$10K ﹤0.01%
863
-23
2153
$10K ﹤0.01%
+1,000
2154
$9.98K ﹤0.01%
2,661
-91
2155
$9.93K ﹤0.01%
1,068
+943
2156
$9.87K ﹤0.01%
1,564
+84
2157
$9.85K ﹤0.01%
389
+15
2158
$9.84K ﹤0.01%
2,000
-90,600
2159
$9.83K ﹤0.01%
533
+22
2160
$9.79K ﹤0.01%
1,008
2161
$9.76K ﹤0.01%
1,749
+334
2162
$9.74K ﹤0.01%
500
2163
$9.71K ﹤0.01%
1,068
+85
2164
$9.65K ﹤0.01%
212
2165
$9.64K ﹤0.01%
604
+8
2166
$9.62K ﹤0.01%
+400
2167
$9.56K ﹤0.01%
1,542
2168
$9.53K ﹤0.01%
907
+47
2169
$9.5K ﹤0.01%
2,135
+2,057
2170
$9.48K ﹤0.01%
286
-12
2171
$9.43K ﹤0.01%
+700
2172
$9.41K ﹤0.01%
1,168
+128
2173
$9.41K ﹤0.01%
+1,800
2174
$9.4K ﹤0.01%
+200
2175
$9.23K ﹤0.01%
2,080
-159
85 86
87
88 89