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
776
$1.26M 0.01%
22,700
-2,000
777
$1.26M 0.01%
94,296
+72,020
778
$1.26M 0.01%
17,250
779
$1.25M 0.01%
57,410
+29,665
780
$1.25M 0.01%
37,685
781
$1.25M 0.01%
45,450
+400
782
$1.25M 0.01%
22,650
-4,000
783
$1.25M 0.01%
18,200
784
$1.24M 0.01%
43,097
+856
785
$1.24M 0.01%
19,850
786
$1.24M 0.01%
7,326
+1,061
787
$1.23M 0.01%
30,345
788
$1.23M 0.01%
21,942
+692
789
$1.23M 0.01%
18,300
-4,850
790
$1.23M 0.01%
82,342
+8,000
791
$1.23M 0.01%
21,681
-11,532
792
$1.23M 0.01%
8,800
-622
793
$1.23M 0.01%
22,300
+14,850
794
$1.22M 0.01%
24,670
795
$1.22M 0.01%
9,669
+3,050
796
$1.21M 0.01%
8,410
-1,500
797
$1.21M 0.01%
33,020
798
$1.2M 0.01%
25,100
+2,000
799
$1.2M 0.01%
12,630
800
$1.2M 0.01%
22,131
30 31
32
33 34