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
376
$4.04M 0.05%
74,700
377
$4.03M 0.05%
78,770
-300
378
$4.01M 0.05%
85,827
-135
379
$3.97M 0.05%
445,500
380
$3.96M 0.05%
28,941
381
$3.96M 0.05%
296,196
+83,195
382
$3.94M 0.05%
79,072
383
$3.9M 0.05%
57,355
-290
384
$3.88M 0.05%
15,615
+125
385
$3.87M 0.05%
44,793
-2,870
386
$3.87M 0.05%
28,960
+8,560
387
$3.85M 0.05%
131,875
-19,300
388
$3.83M 0.05%
27,300
-600
389
$3.81M 0.05%
164,775
-10,875
390
$3.79M 0.05%
102,046
-6,040
391
$3.79M 0.05%
133,550
-3,300
392
$3.79M 0.05%
29,495
+1,295
393
$3.77M 0.04%
131,994
+2,195
394
$3.77M 0.04%
40,440
395
$3.74M 0.04%
43,249
-930
396
$3.73M 0.04%
77,308
+3,890
397
$3.71M 0.04%
155,330
+6,820
398
$3.7M 0.04%
40,643
-5,706
399
$3.7M 0.04%
108,597
-420
400
$3.7M 0.04%
208,127
-13,735
14 15
16
17 18