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
2301
$3.7K ﹤0.01%
91
+32
2302
$3.67K ﹤0.01%
61
+33
2303
$3.65K ﹤0.01%
606
+204
2304
$3.65K ﹤0.01%
83
+5
2305
$3.62K ﹤0.01%
261
+76
2306
$3.57K ﹤0.01%
116
+22
2307
$3.54K ﹤0.01%
+500
2308
$3.54K ﹤0.01%
+250
2309
$3.53K ﹤0.01%
135
2310
$3.5K ﹤0.01%
+97
2311
$3.5K ﹤0.01%
122
+40
2312
$3.42K ﹤0.01%
+200
2313
$3.41K ﹤0.01%
149
+56
2314
$3.31K ﹤0.01%
148
+81
2315
$3.29K ﹤0.01%
80
2316
$3.26K ﹤0.01%
89
+49
2317
$3.23K ﹤0.01%
69
+43
2318
$3.21K ﹤0.01%
34
2319
$3.2K ﹤0.01%
+300
2320
$3.17K ﹤0.01%
128
2321
$3.16K ﹤0.01%
150
+5
2322
$3.15K ﹤0.01%
+1,550
2323
$3.14K ﹤0.01%
263
+250
2324
$3.12K ﹤0.01%
767
2325
$3.1K ﹤0.01%
18
91 92
93
94 95