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
826
$967K 0.01%
27,820
827
$966K 0.01%
16,260
-140
828
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22,357
+5,455
829
$963K 0.01%
15,570
-530
830
$959K 0.01%
40,197
-3,200
831
$958K 0.01%
35,550
832
$953K 0.01%
23,920
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833
$952K 0.01%
50,900
+10,000
834
$947K 0.01%
46,000
+25,000
835
$942K 0.01%
10,712
836
$940K 0.01%
29,590
-230
837
$939K 0.01%
30,696
-220
838
$935K 0.01%
77,070
-330
839
$933K 0.01%
10,360
-190
840
$930K 0.01%
34,800
841
$928K 0.01%
20,300
842
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11,600
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$897K 0.01%
6,960
-140
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16,200
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845
$890K 0.01%
24,900
-400
846
$887K 0.01%
31,770
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847
$887K 0.01%
76,400
+40,000
848
$881K 0.01%
21,474
849
$881K 0.01%
11,500
850
$878K 0.01%
20,920
-980
32 33
34
35 36