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
676
$1.63M 0.02%
42,811
-653
677
$1.63M 0.02%
55,540
-16,345
678
$1.63M 0.02%
181,870
-1,030
679
$1.63M 0.02%
15,810
+1,000
680
$1.62M 0.02%
10,610
-90
681
$1.61M 0.02%
41,400
682
$1.6M 0.02%
48,840
-210
683
$1.59M 0.02%
30,920
-541
684
$1.59M 0.02%
106,400
+4,000
685
$1.57M 0.02%
39,100
686
$1.54M 0.02%
120,716
-72,432
687
$1.53M 0.02%
29,444
688
$1.53M 0.02%
48,300
689
$1.52M 0.02%
269,440
+234,240
690
$1.52M 0.02%
102,798
-1,745
691
$1.51M 0.02%
17,650
692
$1.51M 0.02%
28,700
693
$1.5M 0.02%
60,280
-520
694
$1.49M 0.02%
23,110
-190
695
$1.49M 0.02%
41,980
-420
696
$1.48M 0.02%
29,880
-120
697
$1.47M 0.02%
26,360
698
$1.47M 0.02%
39,141
-181
699
$1.46M 0.02%
38,610
-190
700
$1.46M 0.02%
29,748
-172
26 27
28
29 30