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
551
$2.38M 0.03%
52,939
-148
552
$2.37M 0.03%
28,450
-1,565
553
$2.37M 0.03%
74,040
554
$2.37M 0.03%
139,110
+8,260
555
$2.36M 0.03%
70,630
-18,000
556
$2.35M 0.03%
126,750
+24,750
557
$2.35M 0.03%
50,468
+8,700
558
$2.35M 0.03%
39,410
-1,200
559
$2.34M 0.03%
31,330
+4,000
560
$2.34M 0.03%
19,500
+700
561
$2.32M 0.03%
14,900
562
$2.31M 0.03%
40,977
-195
563
$2.31M 0.03%
38,545
-6,936
564
$2.31M 0.03%
+42,335
565
$2.29M 0.03%
55,860
-1,040
566
$2.29M 0.03%
17,496
+455
567
$2.28M 0.03%
43,920
-380
568
$2.28M 0.03%
17,177
+1,000
569
$2.26M 0.03%
45,747
-6,389
570
$2.26M 0.03%
66,800
571
$2.26M 0.03%
31,270
-230
572
$2.26M 0.03%
32,200
-7,300
573
$2.25M 0.03%
63,249
+2,500
574
$2.25M 0.03%
32,420
575
$2.23M 0.03%
141,004
-2,360
21 22
23
24 25