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
401
$3.69M 0.04%
34,700
402
$3.69M 0.04%
86,602
+32,782
403
$3.68M 0.04%
76,045
404
$3.68M 0.04%
166,521
-34,600
405
$3.64M 0.04%
156,324
-17
406
$3.63M 0.04%
90,300
+9,700
407
$3.63M 0.04%
45,410
408
$3.63M 0.04%
70,300
-5,000
409
$3.62M 0.04%
39,700
410
$3.62M 0.04%
77,167
+19,779
411
$3.61M 0.04%
86,157
-10,100
412
$3.6M 0.04%
65,878
-1,293
413
$3.59M 0.04%
60,370
-580
414
$3.58M 0.04%
51,800
+250
415
$3.58M 0.04%
18,470
-50
416
$3.56M 0.04%
265,720
-85
417
$3.55M 0.04%
22,275
+2,000
418
$3.53M 0.04%
112,761
+27,040
419
$3.48M 0.04%
27,596
-1,055
420
$3.47M 0.04%
186,162
-13,475
421
$3.47M 0.04%
53,368
422
$3.47M 0.04%
82,199
423
$3.46M 0.04%
22,400
424
$3.46M 0.04%
21,110
425
$3.46M 0.04%
75,630
15 16
17
18 19