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
626
$1.9M 0.02%
17,598
+13,848
627
$1.87M 0.02%
54,935
-3,510
628
$1.86M 0.02%
34,250
+2,750
629
$1.86M 0.02%
52,270
-280
630
$1.85M 0.02%
23,011
-2,611
631
$1.82M 0.02%
9,800
632
$1.81M 0.02%
24,100
633
$1.81M 0.02%
24,650
634
$1.81M 0.02%
68,808
-1,417
635
$1.8M 0.02%
21,620
+1,020
636
$1.8M 0.02%
30,210
-5,190
637
$1.8M 0.02%
57,190
638
$1.79M 0.02%
27,872
-8,900
639
$1.79M 0.02%
62,000
640
$1.79M 0.02%
24,875
-7,375
641
$1.78M 0.02%
14,950
-50
642
$1.78M 0.02%
29,610
643
$1.77M 0.02%
28,945
+28,745
644
$1.77M 0.02%
36,430
645
$1.77M 0.02%
30,866
646
$1.77M 0.02%
23,858
-190
647
$1.76M 0.02%
44,870
-8,700
648
$1.76M 0.02%
82,140
+19,340
649
$1.75M 0.02%
68,373
-30,870
650
$1.75M 0.02%
51,620
24 25
26
27 28