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
801
$1.05M 0.01%
24,920
-280
802
$1.05M 0.01%
1,081
803
$1.05M 0.01%
20,320
+1,270
804
$1.04M 0.01%
13,811
-20
805
$1.04M 0.01%
50,820
-1,080
806
$1.04M 0.01%
104,400
807
$1.04M 0.01%
126,759
-28,430
808
$1.03M 0.01%
8,780
-70
809
$1.03M 0.01%
25,000
-10,000
810
$1.03M 0.01%
+22,300
811
$1.02M 0.01%
18,600
-200
812
$1.01M 0.01%
22,800
+19,075
813
$1.01M 0.01%
61,600
814
$1.01M 0.01%
78,040
+7,090
815
$1M 0.01%
18,430
816
$1M 0.01%
14,630
-1,120
817
$994K 0.01%
13,491
818
$989K 0.01%
28,619
+6,075
819
$979K 0.01%
31,220
-280
820
$978K 0.01%
42,140
-460
821
$975K 0.01%
24,850
-380
822
$975K 0.01%
8,100
823
$973K 0.01%
73,859
824
$972K 0.01%
48,130
+7,880
825
$967K 0.01%
13,800
+900
31 32
33
34 35