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
2451
$1.34K ﹤0.01%
+212
2452
$1.33K ﹤0.01%
160
+55
2453
$1.32K ﹤0.01%
141
+26
2454
$1.32K ﹤0.01%
268
+143
2455
$1.31K ﹤0.01%
98
+17
2456
$1.31K ﹤0.01%
+232
2457
$1.31K ﹤0.01%
34
2458
$1.3K ﹤0.01%
110
+80
2459
$1.3K ﹤0.01%
107
-5
2460
$1.3K ﹤0.01%
80
-14
2461
$1.29K ﹤0.01%
45
+38
2462
$1.29K ﹤0.01%
114
+35
2463
$1.28K ﹤0.01%
55
+40
2464
$1.28K ﹤0.01%
156
-233
2465
$1.27K ﹤0.01%
31
+6
2466
$1.27K ﹤0.01%
892
+842
2467
$1.27K ﹤0.01%
7
2468
$1.26K ﹤0.01%
141
-32
2469
$1.26K ﹤0.01%
105
+28
2470
$1.26K ﹤0.01%
527
+120
2471
$1.26K ﹤0.01%
75
+58
2472
$1.25K ﹤0.01%
147
+59
2473
$1.25K ﹤0.01%
25
2474
$1.24K ﹤0.01%
+174
2475
$1.23K ﹤0.01%
64
-95
97 98
99
100 101