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
701
$1.57M 0.01%
23,230
702
$1.57M 0.01%
82,566
-13,435
703
$1.56M 0.01%
23,850
704
$1.56M 0.01%
67,575
+1,300
705
$1.56M 0.01%
19,961
-1,535
706
$1.55M 0.01%
9,381
-1,717
707
$1.55M 0.01%
13,351
+1,461
708
$1.55M 0.01%
41,040
709
$1.54M 0.01%
29,399
+28,899
710
$1.53M 0.01%
60,500
711
$1.53M 0.01%
30,650
-10,850
712
$1.53M 0.01%
29,780
-3,900
713
$1.53M 0.01%
20,580
714
$1.53M 0.01%
93,300
+14,000
715
$1.52M 0.01%
8,075
716
$1.52M 0.01%
98,985
+50,065
717
$1.52M 0.01%
13,770
718
$1.51M 0.01%
39,485
+12,000
719
$1.51M 0.01%
38,400
-650
720
$1.51M 0.01%
48,486
721
$1.49M 0.01%
52,299
-3,340
722
$1.49M 0.01%
28,939
-200
723
$1.49M 0.01%
18,069
+1,000
724
$1.46M 0.01%
22,900
-10,000
725
$1.46M 0.01%
24,900
27 28
29
30 31