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
776
$1.19M 0.01%
69,790
+21,290
777
$1.18M 0.01%
40,557
+3,146
778
$1.18M 0.01%
54,800
+46,700
779
$1.17M 0.01%
27,722
780
$1.17M 0.01%
23,160
-7,640
781
$1.16M 0.01%
14,100
+2,000
782
$1.16M 0.01%
60,477
783
$1.15M 0.01%
14,570
-230
784
$1.15M 0.01%
56,896
-3,392
785
$1.15M 0.01%
8,110
-90
786
$1.14M 0.01%
20,520
787
$1.14M 0.01%
26,420
-380
788
$1.14M 0.01%
21,449
+1,973
789
$1.12M 0.01%
23,870
+16,370
790
$1.11M 0.01%
24,038
791
$1.11M 0.01%
53,000
+14,200
792
$1.1M 0.01%
24,200
793
$1.1M 0.01%
40,868
-1,440
794
$1.1M 0.01%
6,860
-2,690
795
$1.09M 0.01%
133,900
-2,100
796
$1.08M 0.01%
37,370
-7,330
797
$1.07M 0.01%
10,910
-304
798
$1.07M 0.01%
27,570
-330
799
$1.06M 0.01%
6,363
+1,850
800
$1.05M 0.01%
22,800
30 31
32
33 34