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
751
$1.34M 0.01%
36,778
+2,895
752
$1.34M 0.01%
164,050
+26,700
753
$1.34M 0.01%
54,750
754
$1.33M 0.01%
53,125
755
$1.33M 0.01%
7,500
+3,000
756
$1.33M 0.01%
7,690
757
$1.32M 0.01%
15,130
758
$1.32M 0.01%
53,170
+7,600
759
$1.32M 0.01%
55,119
760
$1.32M 0.01%
57,465
+16,300
761
$1.31M 0.01%
12,490
+600
762
$1.31M 0.01%
47,574
+11,674
763
$1.31M 0.01%
25,700
+3,000
764
$1.31M 0.01%
24,900
765
$1.31M 0.01%
27,465
-11,420
766
$1.3M 0.01%
27,600
767
$1.3M 0.01%
38,905
-10,657
768
$1.3M 0.01%
28,194
+13,309
769
$1.3M 0.01%
125,762
+10,448
770
$1.29M 0.01%
51,896
-1,622
771
$1.29M 0.01%
36,370
+10,000
772
$1.27M 0.01%
30,322
+2,600
773
$1.27M 0.01%
35,769
-1,500
774
$1.27M 0.01%
26,400
775
$1.26M 0.01%
21,697
+200
29 30
31
32 33