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
876
$937K 0.01%
21,040
-400
877
$935K 0.01%
15,550
-2,371
878
$931K 0.01%
34,956
-28,902
879
$929K 0.01%
34,110
-3,000
880
$919K 0.01%
85,291
+10,000
881
$915K 0.01%
24,946
+5,594
882
$911K 0.01%
9,735
883
$901K 0.01%
43,440
884
$899K 0.01%
40,135
-3,800
885
$898K 0.01%
23,120
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886
$891K 0.01%
41,875
887
$890K 0.01%
14,920
-4,000
888
$889K 0.01%
12,100
889
$884K 0.01%
61,800
+32,300
890
$880K 0.01%
26,114
-7,390
891
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11,850
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892
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16,305
893
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50,350
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894
$867K 0.01%
11,795
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895
$866K 0.01%
34,605
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896
$865K 0.01%
17,720
-800
897
$865K 0.01%
43,400
+36,800
898
$863K 0.01%
24,038
899
$859K 0.01%
55,957
+3,185
900
$857K 0.01%
18,918
+7,190
34 35
36
37 38