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
$9.57B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,945
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.36M
3
+$5.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.02M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.47M

Top Sells

1
+$32.7M
2
+$16.7M
3
+$7.31M
4
AAPL icon
Apple
AAPL
+$4.26M
5
EQR icon
Equity Residential
EQR
+$4.15M

Sector Composition

1 Technology 16.94%
2 Financials 15.77%
3 Healthcare 13.04%
4 Industrials 10.63%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.8M 0.03%
69,730
-150
502
$2.79M 0.03%
53,760
503
$2.78M 0.03%
149,841
-875
504
$2.78M 0.03%
27,320
-100
505
$2.78M 0.03%
106,050
-37,769
506
$2.77M 0.03%
46,817
-70,155
507
$2.75M 0.03%
123,988
508
$2.73M 0.03%
56,156
509
$2.72M 0.03%
48,700
+11,030
510
$2.72M 0.03%
46,310
-2,500
511
$2.7M 0.03%
38,410
-950
512
$2.7M 0.03%
52,800
-300
513
$2.7M 0.03%
67,923
+13,066
514
$2.69M 0.03%
30,875
+1,900
515
$2.68M 0.03%
46,400
+5,000
516
$2.68M 0.03%
71,400
517
$2.67M 0.03%
10,570
-50
518
$2.66M 0.03%
70,680
+450
519
$2.66M 0.03%
53,450
+8,700
520
$2.65M 0.03%
73,990
-10,300
521
$2.65M 0.03%
78,500
-200
522
$2.64M 0.03%
30,159
-1,715
523
$2.64M 0.03%
39,590
-150
524
$2.63M 0.03%
17,641
-381
525
$2.63M 0.03%
81,400
-7,300
19 20
21
22 23