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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.21M 0.08%
200,068
-11,742
252
$8.17M 0.08%
39,077
+526
253
$8.15M 0.08%
52,990
+1,200
254
$8.14M 0.08%
290,375
-14,550
255
$8.13M 0.08%
69,015
+8,685
256
$8.1M 0.08%
47,080
-3,680
257
$8.04M 0.08%
49,359
258
$8.02M 0.08%
54,021
-685
259
$8M 0.08%
97,655
+389
260
$7.85M 0.07%
140,805
-9,050
261
$7.8M 0.07%
187,000
262
$7.76M 0.07%
129,775
-16,878
263
$7.71M 0.07%
59,890
-300
264
$7.63M 0.07%
26,134
+4,739
265
$7.54M 0.07%
70,195
+850
266
$7.53M 0.07%
27,436
+4,995
267
$7.47M 0.07%
43,935
-235
268
$7.45M 0.07%
33,154
+4,144
269
$7.45M 0.07%
165,908
+17,768
270
$7.43M 0.07%
89,000
-3,000
271
$7.42M 0.07%
51,348
-6,150
272
$7.41M 0.07%
73,935
+500
273
$7.38M 0.07%
125,420
+1,110
274
$7.32M 0.07%
88,245
275
$7.29M 0.07%
240,150
+1,025
9 10
11
12 13