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
2201
$8.07K ﹤0.01%
102
-16,837
2202
$8.03K ﹤0.01%
1,040
+364
2203
$8K ﹤0.01%
+2,100
2204
$7.98K ﹤0.01%
+900
2205
$7.85K ﹤0.01%
96
-96,668
2206
$7.8K ﹤0.01%
632
+48
2207
$7.77K ﹤0.01%
+100
2208
$7.74K ﹤0.01%
40
2209
$7.73K ﹤0.01%
1,416
+280
2210
$7.71K ﹤0.01%
1,827
+192
2211
$7.59K ﹤0.01%
465
-4
2212
$7.57K ﹤0.01%
388
+14
2213
$7.45K ﹤0.01%
417
+30
2214
$7.41K ﹤0.01%
2,415
-4,214
2215
$7.41K ﹤0.01%
325
2216
$7.41K ﹤0.01%
144
-29
2217
$7.38K ﹤0.01%
2,469
+474
2218
$7.36K ﹤0.01%
905
+7
2219
$7.34K ﹤0.01%
+800
2220
$7.31K ﹤0.01%
558
-1,862
2221
$7.3K ﹤0.01%
732
+382
2222
$7.29K ﹤0.01%
3,284
-3,691
2223
$7.27K ﹤0.01%
1,090
+60
2224
$7.21K ﹤0.01%
749
+126
2225
$7.16K ﹤0.01%
+7
87 88
89
90 91