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
2376
$1.98K ﹤0.01%
314
+118
2377
$1.96K ﹤0.01%
23
+12
2378
$1.93K ﹤0.01%
42
+19
2379
$1.92K ﹤0.01%
678
-879
2380
$1.91K ﹤0.01%
57
+18
2381
$1.88K ﹤0.01%
352
+154
2382
$1.87K ﹤0.01%
62
+11
2383
$1.86K ﹤0.01%
297
+132
2384
$1.83K ﹤0.01%
309
+97
2385
$1.82K ﹤0.01%
186
2386
$1.81K ﹤0.01%
711
+600
2387
$1.81K ﹤0.01%
4
+3
2388
$1.81K ﹤0.01%
610
2389
$1.8K ﹤0.01%
188
2390
$1.8K ﹤0.01%
456
+177
2391
$1.79K ﹤0.01%
100
2392
$1.78K ﹤0.01%
10
2393
$1.77K ﹤0.01%
106
+44
2394
$1.77K ﹤0.01%
65
+24
2395
$1.76K ﹤0.01%
39
-214
2396
$1.76K ﹤0.01%
+1,000
2397
$1.73K ﹤0.01%
83
+81
2398
$1.73K ﹤0.01%
972
2399
$1.71K ﹤0.01%
321
+150
2400
$1.71K ﹤0.01%
104
+61
94 95
96
97 98