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
851
$878K 0.01%
15,940
+2,890
852
$878K 0.01%
11,460
-140
853
$874K 0.01%
9,150
+150
854
$873K 0.01%
36,730
-5,000
855
$870K 0.01%
7,250
856
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16,950
-550
857
$863K 0.01%
40,500
858
$861K 0.01%
184,840
-1,410
859
$855K 0.01%
22,920
860
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5,100
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861
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16,000
862
$850K 0.01%
17,535
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863
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5,943
864
$845K 0.01%
57,450
-17,950
865
$843K 0.01%
10,550
-50
866
$843K 0.01%
56,066
867
$843K 0.01%
400
868
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3,850
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9,300
871
$835K 0.01%
18,370
-330
872
$832K 0.01%
22,700
873
$832K 0.01%
12,326
+250
874
$832K 0.01%
29,405
-95
875
$826K 0.01%
7,000
33 34
35
36 37