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
451
$3.65M 0.03%
126,014
-4,318
452
$3.65M 0.03%
51,820
-5
453
$3.64M 0.03%
41,295
454
$3.63M 0.03%
84,826
-23,600
455
$3.63M 0.03%
115,597
456
$3.55M 0.03%
74,005
-8,943
457
$3.55M 0.03%
44,410
458
$3.54M 0.03%
27,170
459
$3.5M 0.03%
13,038
+45
460
$3.45M 0.03%
9,941
+360
461
$3.44M 0.03%
38,040
462
$3.43M 0.03%
9,500
+1,000
463
$3.42M 0.03%
47,210
-7,250
464
$3.41M 0.03%
27,950
465
$3.41M 0.03%
17,850
466
$3.39M 0.03%
67,422
-10,086
467
$3.38M 0.03%
66,540
468
$3.35M 0.03%
74,360
-4,482
469
$3.34M 0.03%
90,007
+35,293
470
$3.32M 0.03%
197,394
+23,131
471
$3.31M 0.03%
79,050
+12,350
472
$3.31M 0.03%
95,310
-6,090
473
$3.29M 0.03%
100,940
+9,510
474
$3.29M 0.03%
72,056
-7,264
475
$3.28M 0.03%
38,857
+16,155
17 18
19
20 21