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
$8.42B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,960
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$7.66M
3
+$5.32M
4
T icon
AT&T
T
+$4.72M
5
CCI icon
Crown Castle
CCI
+$3.79M

Top Sells

1
+$8.32M
2
+$7.33M
3
+$5.34M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.38M
5
AAPL icon
Apple
AAPL
+$2.98M

Sector Composition

1 Financials 15.36%
2 Technology 15.22%
3 Healthcare 13.39%
4 Industrials 10.79%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.22M 0.1%
21,205
+7,159
227
$8.16M 0.1%
68,824
-5
228
$8.07M 0.1%
272,850
+43,527
229
$8.06M 0.1%
77,934
-231
230
$7.92M 0.09%
121,766
-5
231
$7.89M 0.09%
91,497
-12,780
232
$7.88M 0.09%
59,542
-6
233
$7.84M 0.09%
95,591
+27,115
234
$7.8M 0.09%
143,260
+600
235
$7.71M 0.09%
133,669
-1,476
236
$7.63M 0.09%
88,543
-2,698
237
$7.58M 0.09%
212,828
-128
238
$7.53M 0.09%
126,097
-115
239
$7.5M 0.09%
150,040
+1,600
240
$7.42M 0.09%
188,800
-48,200
241
$7.4M 0.09%
91,270
-315
242
$7.39M 0.09%
123,787
-2,570
243
$7.37M 0.09%
123,205
-530
244
$7.35M 0.09%
234,396
-9,825
245
$7.33M 0.09%
67,000
+6,315
246
$7.25M 0.09%
45,188
-1,335
247
$7.19M 0.09%
31,345
-10
248
$7.19M 0.09%
15,020
249
$7.14M 0.08%
124,816
-2,515
250
$7.1M 0.08%
53,415
-4,870
8 9
10
11 12