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
851
$1.01M 0.01%
59,970
-60,600
852
$1M 0.01%
25,744
+4,598
853
$1M 0.01%
12,100
854
$1M 0.01%
24,700
+2,500
855
$994K 0.01%
17,000
-4,500
856
$990K 0.01%
8,250
-30
857
$986K 0.01%
45,000
+7,300
858
$986K 0.01%
9,860
859
$985K 0.01%
30,000
860
$985K 0.01%
55,010
-2,300
861
$984K 0.01%
62,073
+8,308
862
$980K 0.01%
9,800
+100
863
$977K 0.01%
17,530
+300
864
$976K 0.01%
11,410
+800
865
$970K 0.01%
56,330
-7,200
866
$965K 0.01%
57,850
+10,000
867
$965K 0.01%
50,700
-9,300
868
$963K 0.01%
15,400
+1,850
869
$963K 0.01%
6,775
+4,325
870
$959K 0.01%
24,810
871
$955K 0.01%
10,243
+538
872
$952K 0.01%
18,786
+12,711
873
$951K 0.01%
28,600
-200
874
$951K 0.01%
11,770
875
$950K 0.01%
9,191
+7,239
33 34
35
36 37