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
651
$1.75M 0.02%
18,340
-2,800
652
$1.74M 0.02%
24,000
+525
653
$1.74M 0.02%
45,690
-48,710
654
$1.73M 0.02%
47,950
655
$1.72M 0.02%
43,678
-540
656
$1.72M 0.02%
28,100
-100
657
$1.71M 0.02%
110,000
658
$1.68M 0.02%
71,100
659
$1.67M 0.02%
1,900
660
$1.67M 0.02%
24,110
-190
661
$1.67M 0.02%
82,300
-72,900
662
$1.67M 0.02%
19,169
663
$1.66M 0.02%
9,856
664
$1.66M 0.02%
73,620
-40,380
665
$1.66M 0.02%
61,600
666
$1.66M 0.02%
71,671
-1,257
667
$1.66M 0.02%
52,156
+11,540
668
$1.66M 0.02%
46,058
+255
669
$1.66M 0.02%
50,865
-970
670
$1.65M 0.02%
25,360
-690
671
$1.65M 0.02%
23,860
-1,790
672
$1.64M 0.02%
90,253
-630
673
$1.64M 0.02%
21,420
-280
674
$1.64M 0.02%
37,200
-5,000
675
$1.63M 0.02%
91,500
+1,400
25 26
27
28 29