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
801
$1.2M 0.01%
58,620
802
$1.2M 0.01%
26,100
803
$1.2M 0.01%
6,770
804
$1.19M 0.01%
15,050
-5,350
805
$1.19M 0.01%
43,274
+3,674
806
$1.19M 0.01%
9,100
+600
807
$1.19M 0.01%
32,060
+700
808
$1.18M 0.01%
33,220
+19,650
809
$1.17M 0.01%
33,550
+500
810
$1.16M 0.01%
36,368
-6,800
811
$1.15M 0.01%
16,664
-2,670
812
$1.15M 0.01%
31,700
+500
813
$1.14M 0.01%
54,421
-15,864
814
$1.14M 0.01%
70,017
-4,593
815
$1.13M 0.01%
34,720
816
$1.12M 0.01%
33,557
+6,367
817
$1.12M 0.01%
31,050
-10,300
818
$1.11M 0.01%
2,950
819
$1.11M 0.01%
36,775
+2,615
820
$1.1M 0.01%
18,460
821
$1.1M 0.01%
22,100
+1,700
822
$1.09M 0.01%
17,760
823
$1.09M 0.01%
20,195
+600
824
$1.09M 0.01%
49,120
+15
825
$1.09M 0.01%
11,120
+120
31 32
33
34 35