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
2401
$744 ﹤0.01%
30
+6
2402
$741 ﹤0.01%
35
-1,694
2403
$741 ﹤0.01%
66
2404
$732 ﹤0.01%
37
2405
$731 ﹤0.01%
20
2406
$728 ﹤0.01%
8
2407
$727 ﹤0.01%
23
2408
$726 ﹤0.01%
68
2409
$722 ﹤0.01%
56
2410
$718 ﹤0.01%
86
2411
$716 ﹤0.01%
15
2412
$710 ﹤0.01%
78
2413
$705 ﹤0.01%
26
2414
$704 ﹤0.01%
25
2415
$696 ﹤0.01%
125
-2,384
2416
$692 ﹤0.01%
110
2417
$690 ﹤0.01%
15
2418
$686 ﹤0.01%
15
2419
$685 ﹤0.01%
25
2420
$672 ﹤0.01%
13
2421
$670 ﹤0.01%
20
2422
$661 ﹤0.01%
70
2423
$657 ﹤0.01%
50
2424
$656 ﹤0.01%
61
2425
$650 ﹤0.01%
20
95 96
97
98 99