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
576
$2.22M 0.03%
20,000
577
$2.21M 0.03%
45,324
+6,000
578
$2.21M 0.03%
16,297
579
$2.2M 0.03%
11,917
-547
580
$2.19M 0.03%
89,303
-21,313
581
$2.19M 0.03%
32,250
+50
582
$2.16M 0.03%
112,723
-2,828
583
$2.14M 0.03%
3,276
584
$2.13M 0.03%
90,284
-8,205
585
$2.12M 0.03%
30,420
-280
586
$2.12M 0.03%
40,040
+2,300
587
$2.12M 0.03%
21,800
588
$2.11M 0.03%
11,550
-50
589
$2.11M 0.03%
61,510
-190
590
$2.1M 0.03%
24,820
+1,800
591
$2.1M 0.03%
25,348
592
$2.1M 0.02%
33,440
+9,840
593
$2.08M 0.02%
34,040
-1,060
594
$2.07M 0.02%
45,050
+9,608
595
$2.06M 0.02%
28,210
+1,400
596
$2.06M 0.02%
61,729
+12,100
597
$2.06M 0.02%
55,740
-7,910
598
$2.05M 0.02%
48,600
+450
599
$2.05M 0.02%
64,445
-380
600
$2.05M 0.02%
53,760
-222
22 23
24
25 26