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
376
$4.81M 0.05%
53,550
-1,742
377
$4.81M 0.05%
137,735
-3,000
378
$4.76M 0.05%
16,620
-200
379
$4.72M 0.04%
406,716
-41,919
380
$4.71M 0.04%
49,810
+1,000
381
$4.64M 0.04%
64,679
-2,776
382
$4.61M 0.04%
43,434
+4,964
383
$4.61M 0.04%
106,252
-1,690
384
$4.58M 0.04%
160,000
385
$4.57M 0.04%
91,770
386
$4.53M 0.04%
328,055
-6,100
387
$4.53M 0.04%
67,780
-50
388
$4.5M 0.04%
56,380
-7,300
389
$4.48M 0.04%
51,130
-4,850
390
$4.38M 0.04%
37,019
-950
391
$4.37M 0.04%
29,620
+695
392
$4.36M 0.04%
39,980
393
$4.35M 0.04%
191,168
-121,131
394
$4.34M 0.04%
81,835
395
$4.3M 0.04%
41,083
-100
396
$4.28M 0.04%
31,990
397
$4.28M 0.04%
115,853
-19,566
398
$4.28M 0.04%
77,530
-6,050
399
$4.27M 0.04%
29,977
-995
400
$4.26M 0.04%
101,249
+18,194
14 15
16
17 18