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
826
$1.08M 0.01%
11,254
+1,000
827
$1.08M 0.01%
70,575
+35,775
828
$1.08M 0.01%
17,000
+1,000
829
$1.08M 0.01%
185,735
-300
830
$1.07M 0.01%
63,700
+32,000
831
$1.07M 0.01%
50,500
+5,800
832
$1.06M 0.01%
11,000
+3,250
833
$1.06M 0.01%
18,270
834
$1.06M 0.01%
11,525
+1,000
835
$1.05M 0.01%
21,390
836
$1.05M 0.01%
89,000
-15,000
837
$1.04M 0.01%
15,900
838
$1.04M 0.01%
7,610
839
$1.04M 0.01%
23,600
+3,000
840
$1.03M 0.01%
8,920
+6,150
841
$1.03M 0.01%
17,320
+6,500
842
$1.03M 0.01%
155,991
-17,766
843
$1.02M 0.01%
35,941
+470
844
$1.02M 0.01%
45,200
-21,084
845
$1.02M 0.01%
22,029
-15,277
846
$1.02M 0.01%
6,316
+4,719
847
$1.02M 0.01%
43,471
+3,036
848
$1.02M 0.01%
46,351
+2,900
849
$1.01M 0.01%
21,745
+2,000
850
$1.01M 0.01%
65,700
32 33
34
35 36