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
2351
$982 ﹤0.01%
25
-5
2352
$964 ﹤0.01%
24
2353
$957 ﹤0.01%
51
2354
$957 ﹤0.01%
94
2355
$957 ﹤0.01%
150
2356
$949 ﹤0.01%
25
2357
$929 ﹤0.01%
64
-1,368
2358
$926 ﹤0.01%
+6
2359
$926 ﹤0.01%
359
2360
$924 ﹤0.01%
91
2361
$911 ﹤0.01%
490
-32
2362
$902 ﹤0.01%
70
-20
2363
$889 ﹤0.01%
46
2364
$884 ﹤0.01%
97
2365
$884 ﹤0.01%
19
2366
$875 ﹤0.01%
137
+100
2367
$867 ﹤0.01%
50
-1,083
2368
$853 ﹤0.01%
50
-29
2369
$852 ﹤0.01%
600
-137,177
2370
$848 ﹤0.01%
40
+18
2371
$834 ﹤0.01%
37
2372
$833 ﹤0.01%
135
-24
2373
$830 ﹤0.01%
20
2374
$824 ﹤0.01%
100
-2,380
2375
– –
0
93 94
95
96 97