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
726
$1.36M 0.02%
52,197
-2,763
727
$1.36M 0.02%
13,998
-10,172
728
$1.35M 0.02%
19,390
+1,570
729
$1.35M 0.02%
+36,200
730
$1.35M 0.02%
90,530
+1,030
731
$1.34M 0.02%
10,900
732
$1.34M 0.02%
19,700
733
$1.34M 0.02%
70,500
734
$1.33M 0.02%
81,406
-766
735
$1.33M 0.02%
21,320
-330
736
$1.33M 0.02%
8,280
-70
737
$1.32M 0.02%
95,739
+42,600
738
$1.31M 0.02%
4,600
739
$1.31M 0.02%
19,070
-330
740
$1.31M 0.02%
38,580
-520
741
$1.31M 0.02%
16,250
-6,630
742
$1.31M 0.02%
108,040
743
$1.31M 0.02%
32,000
744
$1.3M 0.02%
38,313
-528
745
$1.3M 0.02%
15,160
-140
746
$1.29M 0.02%
27,660
-340
747
$1.29M 0.02%
40,930
748
$1.29M 0.02%
+23,500
749
$1.29M 0.02%
43,820
-19,435
750
$1.28M 0.02%
24,600
+1,000
28 29
30
31 32