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
901
$760K 0.01%
17,070
-330
902
$754K 0.01%
9,629
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903
$751K 0.01%
15,000
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904
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905
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907
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10,000
908
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36,900
909
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35,280
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912
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28,860
-2,640
913
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6,384
-1,551
915
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40,900
+23,200
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918
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7,000
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920
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12,810
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$709K 0.01%
34,880
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$706K 0.01%
22,699
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924
$705K 0.01%
16,370
-330
925
$704K 0.01%
23,673
35 36
37
38 39