Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.81%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.36M 0.02%
119,775
+45,296
577
$2.36M 0.02%
31,978
+3,893
578
$2.36M 0.02%
7,340
+40
579
$2.36M 0.02%
4,420
+976
580
$2.35M 0.02%
105,854
-114,024
581
$2.34M 0.02%
45,990
582
$2.32M 0.02%
56,150
+3,000
583
$2.31M 0.02%
46,350
-17,399
584
$2.31M 0.02%
196,229
-21,686
585
$2.31M 0.02%
18,005
+5,670
586
$2.31M 0.02%
63,005
-50
587
$2.3M 0.02%
20,841
-1,596
588
$2.3M 0.02%
43,660
+4,300
589
$2.3M 0.02%
93,300
-10,360
590
$2.29M 0.02%
24,010
591
$2.28M 0.02%
56,610
592
$2.27M 0.02%
30,350
593
$2.26M 0.02%
29,110
594
$2.25M 0.02%
57,900
+5,100
595
$2.25M 0.02%
7,155
596
$2.24M 0.02%
59,249
597
$2.24M 0.02%
20,034
-2,882
598
$2.23M 0.02%
15,741
599
$2.23M 0.02%
227,485
+10,519
600
$2.23M 0.02%
13,832
+585
22 23
24
25 26