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
$9.57B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,945
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.36M
3
+$5.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.02M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.47M

Top Sells

1
+$32.7M
2
+$16.7M
3
+$7.31M
4
AAPL icon
Apple
AAPL
+$4.26M
5
EQR icon
Equity Residential
EQR
+$4.15M

Sector Composition

1 Technology 16.94%
2 Financials 15.77%
3 Healthcare 13.04%
4 Industrials 10.63%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.99M 0.02%
26,220
-2,000
602
$1.99M 0.02%
21,202
+2,000
603
$1.98M 0.02%
70,630
-13,050
604
$1.98M 0.02%
59,936
+26,100
605
$1.97M 0.02%
305,500
606
$1.97M 0.02%
71,979
-1,288
607
$1.97M 0.02%
30,390
608
$1.95M 0.02%
82,190
-100
609
$1.94M 0.02%
16,940
-50
610
$1.94M 0.02%
118,800
-63,700
611
$1.93M 0.02%
57,922
612
$1.93M 0.02%
84,700
613
$1.93M 0.02%
29,760
+900
614
$1.92M 0.02%
36,064
+400
615
$1.92M 0.02%
11,613
+1,102
616
$1.92M 0.02%
147,158
+19,898
617
$1.92M 0.02%
120,208
+27,568
618
$1.9M 0.02%
12,597
+1,322
619
$1.9M 0.02%
29,920
-350
620
$1.89M 0.02%
56,364
621
$1.87M 0.02%
19,140
622
$1.87M 0.02%
46,254
+876
623
$1.87M 0.02%
17,772
-1,448
624
$1.87M 0.02%
33,620
-500
625
$1.86M 0.02%
32,266
-100
23 24
25
26 27