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
326
$5.11M 0.06%
75,012
+660
327
$5.1M 0.06%
86,602
-795
328
$5.07M 0.06%
64,665
+1,450
329
$5.02M 0.06%
151,038
-4,960
330
$4.99M 0.06%
120,604
-11,070
331
$4.97M 0.06%
185,000
-47,940
332
$4.97M 0.06%
841,543
-57,990
333
$4.95M 0.06%
167,427
-171
334
$4.95M 0.06%
84,022
+500
335
$4.93M 0.06%
55,410
+3,000
336
$4.93M 0.06%
103,603
+18,023
337
$4.89M 0.06%
31,402
+4,760
338
$4.87M 0.06%
73,430
+6,375
339
$4.86M 0.06%
56,710
-1,590
340
$4.83M 0.06%
57,662
-291
341
$4.79M 0.06%
55,131
+6,339
342
$4.79M 0.06%
203,251
-41,885
343
$4.77M 0.06%
51,030
-500
344
$4.74M 0.06%
58,516
+4,180
345
$4.72M 0.06%
91,743
+7,130
346
$4.72M 0.06%
70,270
+3,745
347
$4.72M 0.06%
18,010
348
$4.71M 0.06%
75,480
349
$4.69M 0.06%
224,100
350
$4.61M 0.05%
185,290
-2,795
12 13
14
15 16