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
2226
$7.13K ﹤0.01%
190
2227
$7.09K ﹤0.01%
1,026
+292
2228
$7.04K ﹤0.01%
141
+49
2229
$6.79K ﹤0.01%
379
+134
2230
$6.79K ﹤0.01%
2,770
+1,259
2231
$6.71K ﹤0.01%
+450
2232
$6.71K ﹤0.01%
+375
2233
$6.63K ﹤0.01%
233
+3
2234
$6.58K ﹤0.01%
756
+34
2235
$6.58K ﹤0.01%
1,327
+307
2236
$6.56K ﹤0.01%
238
+28
2237
$6.55K ﹤0.01%
3,049
+199
2238
$6.54K ﹤0.01%
630
+130
2239
$6.5K ﹤0.01%
886
+309
2240
$6.42K ﹤0.01%
160
+90
2241
$6.39K ﹤0.01%
43
+14
2242
$6.18K ﹤0.01%
834
-54
2243
$6.16K ﹤0.01%
1,399
+43
2244
$6.15K ﹤0.01%
805
2245
$6.12K ﹤0.01%
125
+80
2246
$6.04K ﹤0.01%
1,248
+421
2247
$6.01K ﹤0.01%
3,396
-6,285
2248
$6.01K ﹤0.01%
118
-13
2249
$5.93K ﹤0.01%
1,912
+972
2250
$5.91K ﹤0.01%
1,836
+9
88 89
90
91 92