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
476
$3.01M 0.04%
51,164
-4,000
477
$3M 0.04%
20,264
478
$3M 0.04%
31,594
-320
479
$3M 0.04%
26,955
-205
480
$2.99M 0.04%
33,200
-100
481
$2.98M 0.04%
110,120
+10,083
482
$2.97M 0.04%
89,217
483
$2.97M 0.04%
48,640
+2,390
484
$2.96M 0.04%
34,265
-2,015
485
$2.96M 0.04%
86,175
-9,775
486
$2.95M 0.04%
25,120
487
$2.95M 0.04%
42,960
-115
488
$2.94M 0.03%
40,448
+19,503
489
$2.94M 0.03%
69,871
-94
490
$2.92M 0.03%
46,370
-330
491
$2.9M 0.03%
59,559
-1,240
492
$2.88M 0.03%
39,170
+1,270
493
$2.88M 0.03%
42,565
-190
494
$2.88M 0.03%
221,141
-715
495
$2.87M 0.03%
17,420
496
$2.84M 0.03%
55,600
497
$2.84M 0.03%
25,510
498
$2.82M 0.03%
79,005
-3,170
499
$2.79M 0.03%
20,033
+6,920
500
$2.79M 0.03%
52,100
18 19
20
21 22