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
276
$6.17M 0.07%
102,196
-254
277
$6.16M 0.07%
101,736
-125
278
$6.15M 0.07%
8,507
-1,162
279
$6.15M 0.07%
72,497
+5,125
280
$6.12M 0.07%
136,010
+3,010
281
$6.11M 0.07%
49,569
-652
282
$6.11M 0.07%
103,147
-10
283
$6.09M 0.07%
81,635
-185
284
$6.06M 0.07%
58,727
-716
285
$6.02M 0.07%
116,391
+5,761
286
$5.99M 0.07%
181,687
+96,768
287
$5.97M 0.07%
128,054
-325
288
$5.96M 0.07%
81,757
-1,500
289
$5.95M 0.07%
94,000
-26,000
290
$5.93M 0.07%
187,090
+2,635
291
$5.93M 0.07%
37,928
+295
292
$5.93M 0.07%
172,587
+1,554
293
$5.87M 0.07%
254,080
-5,730
294
$5.79M 0.07%
188,876
+29,900
295
$5.78M 0.07%
109,297
-1,640
296
$5.78M 0.07%
84,744
+5,266
297
$5.66M 0.07%
67,837
-13,804
298
$5.66M 0.07%
102,370
-8,700
299
$5.66M 0.07%
133,680
-2,970
300
$5.61M 0.07%
92,614
10 11
12
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