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
701
$1.46M 0.02%
7,297
-2,424
702
$1.45M 0.02%
15,500
703
$1.45M 0.02%
30,500
-11,400
704
$1.44M 0.02%
84,700
705
$1.44M 0.02%
130,411
+62,311
706
$1.44M 0.02%
26,400
707
$1.43M 0.02%
32,878
-900
708
$1.43M 0.02%
34,400
709
$1.42M 0.02%
14,260
-140
710
$1.42M 0.02%
120,441
+1,700
711
$1.42M 0.02%
49,100
712
$1.42M 0.02%
38,180
-430
713
$1.41M 0.02%
29,970
-380
714
$1.41M 0.02%
58,150
715
$1.41M 0.02%
106,760
-840
716
$1.41M 0.02%
31,700
-100
717
$1.4M 0.02%
31,540
718
$1.4M 0.02%
13,000
719
$1.4M 0.02%
21,140
+6,720
720
$1.4M 0.02%
118,500
721
$1.39M 0.02%
17,825
+5,000
722
$1.39M 0.02%
20,110
-90
723
$1.39M 0.02%
75,042
724
$1.36M 0.02%
15,200
725
$1.36M 0.02%
29,031
27 28
29
30 31