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
676
$1.76M 0.02%
12,800
-1,300
677
$1.76M 0.02%
1,620
+20
678
$1.76M 0.02%
52,342
+400
679
$1.75M 0.02%
83,145
-11,999
680
$1.74M 0.02%
83,700
681
$1.74M 0.02%
18,860
-1,200
682
$1.73M 0.02%
104,000
+36,000
683
$1.73M 0.02%
21,380
+3,000
684
$1.73M 0.02%
28,148
685
$1.73M 0.02%
8,430
686
$1.72M 0.02%
28,336
+6,946
687
$1.71M 0.02%
59,265
+5,000
688
$1.71M 0.02%
14,824
+1,629
689
$1.7M 0.02%
66,034
690
$1.67M 0.02%
55,733
-10,334
691
$1.67M 0.02%
84,913
-5,762
692
$1.63M 0.02%
59,005
693
$1.62M 0.02%
26,700
-13,600
694
$1.62M 0.02%
53,272
695
$1.61M 0.02%
104,893
+10,068
696
$1.61M 0.02%
31,285
-8,400
697
$1.6M 0.02%
33,270
+270
698
$1.59M 0.02%
48,785
+30,910
699
$1.58M 0.02%
24,025
700
$1.58M 0.02%
65,729
+51,749
26 27
28
29 30