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
426
$3.44M 0.04%
38,320
-1,000
427
$3.44M 0.04%
30,000
428
$3.42M 0.04%
94,830
+13,385
429
$3.4M 0.04%
58,030
-290
430
$3.4M 0.04%
85,326
+1,070
431
$3.38M 0.04%
84,820
-280
432
$3.36M 0.04%
29,905
-525
433
$3.35M 0.04%
41,620
434
$3.31M 0.04%
105,360
435
$3.3M 0.04%
78,812
-3,115
436
$3.29M 0.04%
36,912
-12,164
437
$3.28M 0.04%
8,199
+1,045
438
$3.27M 0.04%
125,870
439
$3.27M 0.04%
99,000
-2,300
440
$3.27M 0.04%
22,000
441
$3.26M 0.04%
41,637
+1,732
442
$3.24M 0.04%
373,300
443
$3.24M 0.04%
151,820
-680
444
$3.23M 0.04%
89,026
445
$3.23M 0.04%
113,100
-600
446
$3.21M 0.04%
118,175
-9,520
447
$3.21M 0.04%
57,770
-230
448
$3.21M 0.04%
88,570
-26,500
449
$3.21M 0.04%
32,121
+780
450
$3.2M 0.04%
82,107
+550
16 17
18
19 20