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
276
$7.26M 0.07%
95,662
+17,407
277
$7.25M 0.07%
90,480
+150
278
$7.24M 0.07%
211,845
-4,676
279
$7.24M 0.07%
25,385
+45
280
$7.22M 0.07%
131,087
-20,472
281
$7.22M 0.07%
56,520
282
$7.21M 0.07%
86,710
283
$7.2M 0.07%
53,240
-2,251
284
$7.18M 0.07%
97,949
-12,938
285
$7.12M 0.07%
128,380
-3,700
286
$7.07M 0.07%
173,228
-12,725
287
$7.04M 0.07%
53,750
-6,665
288
$7.03M 0.07%
119,035
-8,900
289
$7M 0.07%
+236,714
290
$6.91M 0.07%
66,684
-345
291
$6.88M 0.07%
21,976
+1,995
292
$6.87M 0.07%
75,575
+865
293
$6.76M 0.06%
47,948
+4,132
294
$6.61M 0.06%
142,866
-9,920
295
$6.6M 0.06%
212,638
+15,978
296
$6.58M 0.06%
40,896
-5,406
297
$6.57M 0.06%
204,825
+9,000
298
$6.55M 0.06%
89,641
+8,955
299
$6.54M 0.06%
60,710
+12,540
300
$6.5M 0.06%
55,683
+5,186
10 11
12
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