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
2426
$1.48K ﹤0.01%
53
+5
2427
$1.48K ﹤0.01%
186
+108
2428
$1.46K ﹤0.01%
47
+20
2429
$1.46K ﹤0.01%
45
+2
2430
$1.46K ﹤0.01%
20
+5
2431
$1.45K ﹤0.01%
46
+41
2432
$1.45K ﹤0.01%
73
+21
2433
$1.45K ﹤0.01%
155
-7
2434
$1.44K ﹤0.01%
32
+22
2435
$1.44K ﹤0.01%
51
2436
$1.44K ﹤0.01%
22
+19
2437
$1.43K ﹤0.01%
67
2438
$1.42K ﹤0.01%
99
+44
2439
$1.41K ﹤0.01%
33
+14
2440
$1.41K ﹤0.01%
115
+67
2441
$1.41K ﹤0.01%
166
+35
2442
$1.4K ﹤0.01%
35
2443
$1.4K ﹤0.01%
15
-1
2444
$1.38K ﹤0.01%
104
+39
2445
$1.38K ﹤0.01%
+93
2446
$1.37K ﹤0.01%
22
2447
$1.36K ﹤0.01%
30
-6
2448
$1.35K ﹤0.01%
+198
2449
$1.34K ﹤0.01%
52
+49
2450
$1.34K ﹤0.01%
52
+12
96 97
98
99 100