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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.56M 0.02%
75,778
+4,840
552
$2.54M 0.02%
28,300
553
$2.54M 0.02%
17,400
+15,000
554
$2.53M 0.02%
111,380
+12,210
555
$2.52M 0.02%
17,400
556
$2.52M 0.02%
43,000
557
$2.51M 0.02%
67,545
+5,600
558
$2.51M 0.02%
91,490
+26,970
559
$2.5M 0.02%
110,443
+4,095
560
$2.46M 0.02%
155,322
-7
561
$2.45M 0.02%
49,538
-916
562
$2.44M 0.02%
52,335
-8,630
563
$2.44M 0.02%
112,353
-3,976
564
$2.44M 0.02%
77,720
+100
565
$2.44M 0.02%
25,745
+5
566
$2.43M 0.02%
100,081
567
$2.41M 0.02%
156,506
+56,924
568
$2.4M 0.02%
53,284
+8,432
569
$2.39M 0.02%
139,077
-41,226
570
$2.38M 0.02%
58,749
+385
571
$2.38M 0.02%
36,440
-3,700
572
$2.38M 0.02%
110,924
+24,400
573
$2.38M 0.02%
106,330
-16,900
574
$2.37M 0.02%
36,295
-4,000
575
$2.37M 0.02%
121,369
21 22
23
24 25