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
$9.57B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,945
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.36M
3
+$5.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.02M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.47M

Top Sells

1
+$32.7M
2
+$16.7M
3
+$7.31M
4
AAPL icon
Apple
AAPL
+$4.26M
5
EQR icon
Equity Residential
EQR
+$4.15M

Sector Composition

1 Technology 16.94%
2 Financials 15.77%
3 Healthcare 13.04%
4 Industrials 10.63%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$776K 0.01%
43,574
-13,866
902
$771K 0.01%
12,300
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903
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-100
904
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9,910
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905
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16,910
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907
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25,000
-4,000
909
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10,260
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910
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913
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19,370
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914
$728K 0.01%
63,490
915
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17,400
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923
$710K 0.01%
20,182
924
$706K 0.01%
18,400
925
$702K 0.01%
49,105
+19,900
35 36
37
38 39