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
$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 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.92M 0.02%
107,487
+15,582
652
$1.92M 0.02%
75,449
+36,130
653
$1.89M 0.02%
45,075
654
$1.89M 0.02%
48,804
655
$1.89M 0.02%
29,364
+21,688
656
$1.88M 0.02%
90,644
+5,604
657
$1.87M 0.02%
55,550
+7,000
658
$1.87M 0.02%
34,870
-3,000
659
$1.86M 0.02%
25,110
660
$1.86M 0.02%
22,320
+900
661
$1.86M 0.02%
48,940
662
$1.86M 0.02%
19,880
+2,240
663
$1.83M 0.02%
15,137
664
$1.83M 0.02%
68,556
+18,862
665
$1.83M 0.02%
8,890
+140
666
$1.83M 0.02%
15,050
667
$1.82M 0.02%
22,248
668
$1.82M 0.02%
12,772
-8,442
669
$1.81M 0.02%
83,325
+575
670
$1.81M 0.02%
45,977
+7,681
671
$1.8M 0.02%
73,881
+11,681
672
$1.79M 0.02%
7,800
673
$1.79M 0.02%
87,410
+3,500
674
$1.78M 0.02%
18,300
+3,000
675
$1.77M 0.02%
71,762
-15,800
25 26
27
28 29