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
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$9.28K ﹤0.01%
113
+89
2252
$9.18K ﹤0.01%
375
+338
2253
$9.17K ﹤0.01%
4,852
2254
$9.02K ﹤0.01%
1,410
-1,770
2255
$9.02K ﹤0.01%
523
2256
$8.91K ﹤0.01%
2,200
+364
2257
$8.82K ﹤0.01%
645
+422
2258
$8.76K ﹤0.01%
1,913
+122
2259
$8.74K ﹤0.01%
3,802
2260
$8.67K ﹤0.01%
446
-1,320
2261
$8.63K ﹤0.01%
2,252
+1,102
2262
$8.58K ﹤0.01%
127
+14
2263
$8.57K ﹤0.01%
337
-653
2264
$8.52K ﹤0.01%
1,235
-43,075
2265
$8.38K ﹤0.01%
955
-3,130
2266
$8.2K ﹤0.01%
1,150
2267
$8.19K ﹤0.01%
858
2268
$8.15K ﹤0.01%
225
+10
2269
$7.97K ﹤0.01%
+100
2270
$7.82K ﹤0.01%
115
+87
2271
$7.65K ﹤0.01%
1,020
2272
$7.5K ﹤0.01%
542
2273
$7.49K ﹤0.01%
3
2274
$7.44K ﹤0.01%
1,030
2275
$7.4K ﹤0.01%
800
-1,266
89 90
91
92 93