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
451
$3.2M 0.04%
13,823
-237
452
$3.2M 0.04%
56,570
+13,500
453
$3.19M 0.04%
60,720
-110
454
$3.18M 0.04%
39,735
-190
455
$3.17M 0.04%
67,175
456
$3.16M 0.04%
52,500
-27,578
457
$3.16M 0.04%
51,640
458
$3.14M 0.04%
26,077
-15
459
$3.12M 0.04%
173,362
-4,746
460
$3.11M 0.04%
31,687
+2,695
461
$3.1M 0.04%
33,620
462
$3.09M 0.04%
32,880
-120
463
$3.08M 0.04%
92,500
+1,000
464
$3.08M 0.04%
169,757
-6,433
465
$3.07M 0.04%
104,450
-16,920
466
$3.06M 0.04%
31,221
+895
467
$3.06M 0.04%
32,725
+1,000
468
$3.06M 0.04%
41,620
469
$3.05M 0.04%
37,540
-280
470
$3.05M 0.04%
14,955
-650
471
$3.04M 0.04%
102,268
+690
472
$3.03M 0.04%
29,290
-3,115
473
$3.02M 0.04%
55,000
-2,600
474
$3.02M 0.04%
121,620
-840
475
$3.01M 0.04%
57,872
17 18
19
20 21