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
751
$1.28M 0.02%
40,410
-390
752
$1.28M 0.02%
38,690
-380
753
$1.27M 0.02%
56,400
-62,500
754
$1.27M 0.02%
16,070
-230
755
$1.26M 0.02%
39,780
-520
756
$1.26M 0.02%
16,975
-1,525
757
$1.26M 0.01%
112,649
-1,900
758
$1.25M 0.01%
63,300
+300
759
$1.25M 0.01%
34,700
-800
760
$1.24M 0.01%
22,220
-180
761
$1.24M 0.01%
15,130
-370
762
$1.24M 0.01%
27,465
+465
763
$1.24M 0.01%
54,330
764
$1.24M 0.01%
55,690
-41,310
765
$1.23M 0.01%
20,000
766
$1.23M 0.01%
49,960
-240
767
$1.23M 0.01%
54,680
-70
768
$1.23M 0.01%
28,800
769
$1.22M 0.01%
44,639
770
$1.22M 0.01%
20,630
-470
771
$1.21M 0.01%
87,750
772
$1.2M 0.01%
36,300
-500
773
$1.2M 0.01%
19,370
-330
774
$1.2M 0.01%
26,000
+2,000
775
$1.2M 0.01%
23,203
+3,558
29 30
31
32 33