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
501
$2.78M 0.03%
77,030
502
$2.78M 0.03%
44,492
503
$2.78M 0.03%
39,330
504
$2.77M 0.03%
24,161
+3,950
505
$2.77M 0.03%
69,880
-470
506
$2.74M 0.03%
42,749
507
$2.72M 0.03%
40,058
+20,388
508
$2.71M 0.03%
90,420
-21,980
509
$2.71M 0.03%
26,200
+1,500
510
$2.71M 0.03%
33,556
+5,283
511
$2.69M 0.03%
36,938
-322
512
$2.69M 0.03%
72,970
-6,145
513
$2.69M 0.03%
53,300
514
$2.69M 0.03%
27,646
+785
515
$2.68M 0.03%
33,715
+4,465
516
$2.68M 0.03%
11,528
517
$2.67M 0.03%
18,827
+3,429
518
$2.65M 0.03%
37,441
+15,900
519
$2.62M 0.03%
33,902
-7,195
520
$2.6M 0.03%
31,034
+550
521
$2.6M 0.03%
58,800
+20,050
522
$2.57M 0.03%
56,540
523
$2.57M 0.03%
126,411
+12,310
524
$2.57M 0.03%
47,150
525
$2.57M 0.03%
42,080
+1,000
19 20
21
22 23