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
2176
$9.23K ﹤0.01%
94
2177
$9.2K ﹤0.01%
1,614
+314
2178
$9.19K ﹤0.01%
1,410
-90
2179
$9.11K ﹤0.01%
1,056
2180
$9.09K ﹤0.01%
5,611
+5,581
2181
$9.04K ﹤0.01%
1,156
+316
2182
$9.02K ﹤0.01%
34
+11
2183
$8.87K ﹤0.01%
+900
2184
$8.85K ﹤0.01%
451
+266
2185
$8.85K ﹤0.01%
+3,010
2186
$8.85K ﹤0.01%
109
+96
2187
$8.71K ﹤0.01%
1,561
+175
2188
$8.69K ﹤0.01%
5,298
+4,223
2189
$8.65K ﹤0.01%
723
+49
2190
$8.62K ﹤0.01%
1,846
+328
2191
$8.51K ﹤0.01%
391
+63
2192
$8.44K ﹤0.01%
541
-9
2193
$8.39K ﹤0.01%
163
+84
2194
$8.37K ﹤0.01%
297
+7
2195
$8.36K ﹤0.01%
703
-241,307
2196
$8.31K ﹤0.01%
500
-280
2197
$8.31K ﹤0.01%
989
-31,568
2198
$8.23K ﹤0.01%
629
-10
2199
$8.19K ﹤0.01%
15
-9,503
2200
$8.11K ﹤0.01%
1,136
+376
86 87
88
89 90