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
726
$1.46M 0.01%
38,180
727
$1.46M 0.01%
18,700
728
$1.45M 0.01%
41,400
-16,206
729
$1.45M 0.01%
23,700
+200
730
$1.45M 0.01%
3,000
731
$1.45M 0.01%
28,785
732
$1.44M 0.01%
57,865
733
$1.44M 0.01%
7,205
734
$1.43M 0.01%
23,980
735
$1.41M 0.01%
67,392
+58,664
736
$1.41M 0.01%
18,030
+2,710
737
$1.39M 0.01%
44,100
738
$1.39M 0.01%
30,210
739
$1.39M 0.01%
28,695
740
$1.38M 0.01%
42,500
-5,200
741
$1.38M 0.01%
12,000
742
$1.37M 0.01%
24,600
743
$1.37M 0.01%
15,255
744
$1.37M 0.01%
22,450
745
$1.37M 0.01%
32,068
746
$1.36M 0.01%
45,020
+1,500
747
$1.36M 0.01%
10,000
-1,000
748
$1.35M 0.01%
73,800
749
$1.35M 0.01%
64,870
+700
750
$1.35M 0.01%
37,635
28 29
30
31 32