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
251
$7.05M 0.08%
52,268
+10,360
252
$7.04M 0.08%
87,071
-1,669
253
$7M 0.08%
49,100
+1,182
254
$6.95M 0.08%
102,703
+310
255
$6.94M 0.08%
63,497
+1,945
256
$6.87M 0.08%
29,401
+4,341
257
$6.8M 0.08%
69,340
-500
258
$6.8M 0.08%
94,525
-490
259
$6.79M 0.08%
214,704
+1,920
260
$6.79M 0.08%
169,461
+2,245
261
$6.64M 0.08%
107,540
-44,572
262
$6.63M 0.08%
456,032
+30,123
263
$6.6M 0.08%
156,586
-815
264
$6.6M 0.08%
113,995
-335
265
$6.57M 0.08%
54,205
+15,670
266
$6.54M 0.08%
172,167
-58
267
$6.53M 0.08%
48,875
-261
268
$6.43M 0.08%
78,850
-340
269
$6.39M 0.08%
151,759
-17,205
270
$6.39M 0.08%
132,917
-7,395
271
$6.35M 0.08%
98,350
272
$6.29M 0.07%
52,648
+800
273
$6.23M 0.07%
88,018
+23,128
274
$6.21M 0.07%
58,820
+6,500
275
$6.2M 0.07%
79,504
9 10
11
12 13