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
$9.57B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,945
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.36M
3
+$5.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.02M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.47M

Top Sells

1
+$32.7M
2
+$16.7M
3
+$7.31M
4
AAPL icon
Apple
AAPL
+$4.26M
5
EQR icon
Equity Residential
EQR
+$4.15M

Sector Composition

1 Technology 16.94%
2 Financials 15.77%
3 Healthcare 13.04%
4 Industrials 10.63%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.33M 0.01%
48,150
-2,820
727
$1.33M 0.01%
28,451
-300
728
$1.32M 0.01%
30,210
729
$1.31M 0.01%
11,687
+475
730
$1.31M 0.01%
38,180
731
$1.3M 0.01%
48,300
-40,000
732
$1.3M 0.01%
132,750
-500
733
$1.3M 0.01%
22,040
-4,115
734
$1.3M 0.01%
29,125
-314
735
$1.3M 0.01%
8,095
+25
736
$1.29M 0.01%
18,760
-150
737
$1.29M 0.01%
37,053
+29,656
738
$1.29M 0.01%
17,880
-50
739
$1.28M 0.01%
8,480
-50
740
$1.28M 0.01%
21,561
-119
741
$1.27M 0.01%
25,910
-2,300
742
$1.27M 0.01%
454
-179
743
$1.26M 0.01%
21,320
-200
744
$1.26M 0.01%
7,205
745
$1.25M 0.01%
118,500
746
$1.25M 0.01%
14,169
-3,700
747
$1.25M 0.01%
58,355
+75
748
$1.25M 0.01%
7,320
+3,000
749
$1.25M 0.01%
22,610
750
$1.24M 0.01%
18,075
-425
28 29
30
31 32