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
351
$4.56M 0.05%
104,491
-1,091
352
$4.55M 0.05%
59,050
-75
353
$4.51M 0.05%
220,330
-2,670
354
$4.51M 0.05%
122,192
-680
355
$4.5M 0.05%
146,957
-1,015
356
$4.5M 0.05%
46,988
-1,795
357
$4.48M 0.05%
59,911
+8,861
358
$4.41M 0.05%
119,962
-20,341
359
$4.4M 0.05%
568,752
360
$4.33M 0.05%
336,264
+3,920
361
$4.32M 0.05%
81,090
+590
362
$4.31M 0.05%
97,040
+6,350
363
$4.31M 0.05%
160,620
+2,290
364
$4.26M 0.05%
59,030
365
$4.25M 0.05%
101,879
+3,125
366
$4.24M 0.05%
40,350
-1,320
367
$4.23M 0.05%
64,698
+13,875
368
$4.22M 0.05%
63,291
369
$4.2M 0.05%
66,923
-155
370
$4.15M 0.05%
86,650
+1,400
371
$4.15M 0.05%
45,279
+8,426
372
$4.14M 0.05%
52,470
373
$4.13M 0.05%
33,170
-11,290
374
$4.06M 0.05%
42,430
+7,080
375
$4.04M 0.05%
43,748
+840
13 14
15
16 17