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
526
$2.56M 0.03%
79,750
527
$2.56M 0.03%
67,311
-5,882
528
$2.56M 0.03%
78,870
-15,330
529
$2.56M 0.03%
47,200
-3,000
530
$2.56M 0.03%
50,876
-755
531
$2.55M 0.03%
26,500
+15,000
532
$2.54M 0.03%
27,725
-75
533
$2.53M 0.03%
27,475
-4,325
534
$2.53M 0.03%
44,248
+265
535
$2.53M 0.03%
23,800
+14,800
536
$2.53M 0.03%
242,949
-3,839
537
$2.52M 0.03%
17,610
-820
538
$2.5M 0.03%
54,730
+24,083
539
$2.46M 0.03%
39,540
-210
540
$2.45M 0.03%
58,332
-430
541
$2.45M 0.03%
102,850
+13,320
542
$2.44M 0.03%
51,616
-3,360
543
$2.43M 0.03%
41,500
544
$2.42M 0.03%
49,200
-17,100
545
$2.41M 0.03%
3,919
546
$2.41M 0.03%
76,620
547
$2.4M 0.03%
103,324
-2,121
548
$2.4M 0.03%
80,792
-65,922
549
$2.4M 0.03%
114,800
550
$2.38M 0.03%
37,540
20 21
22
23 24