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
$13.1B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,902
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$12.1M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$11.6M
5
WMT icon
Walmart
WMT
+$11.4M

Top Sells

1
+$25.2M
2
+$9.5M
3
+$9.47M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M
5
T icon
AT&T
T
+$8.64M

Sector Composition

1 Technology 24.76%
2 Healthcare 11.96%
3 Financials 11.56%
4 Consumer Discretionary 9.2%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1.14K ﹤0.01%
112
2327
$1.13K ﹤0.01%
17
2328
$1.13K ﹤0.01%
7
2329
$1.13K ﹤0.01%
100
2330
$1.13K ﹤0.01%
17
+3
2331
$1.12K ﹤0.01%
75
2332
$1.12K ﹤0.01%
63
2333
$1.12K ﹤0.01%
80
2334
$1.12K ﹤0.01%
22
2335
$1.12K ﹤0.01%
1,085
2336
$1.11K ﹤0.01%
15
+10
2337
$1.11K ﹤0.01%
40
2338
$1.08K ﹤0.01%
38
2339
$1.07K ﹤0.01%
53
2340
$1.07K ﹤0.01%
12
+4
2341
$1.07K ﹤0.01%
24
2342
$1.07K ﹤0.01%
25
2343
$1.05K ﹤0.01%
150
2344
$1.04K ﹤0.01%
900
2345
$1.04K ﹤0.01%
40
2346
$1.04K ﹤0.01%
12
2347
$1.01K ﹤0.01%
20
+3
2348
$1K ﹤0.01%
28
2349
$998 ﹤0.01%
39
2350
$995 ﹤0.01%
95
-1,574
92 93
94
95 96