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
926
$700K 0.01%
12,788
+1,088
927
$691K 0.01%
15,600
-500
928
$690K 0.01%
18,240
+420
929
$686K 0.01%
6,210
930
$683K 0.01%
33,004
+6,900
931
$681K 0.01%
25,860
-27,240
932
$680K 0.01%
13,163
+12,188
933
$680K 0.01%
8,270
-230
934
$678K 0.01%
33,700
-36,800
935
$671K 0.01%
10,000
936
$669K 0.01%
6,550
+5,350
937
$666K 0.01%
32,900
938
$664K 0.01%
10,210
-190
939
$662K 0.01%
7,710
-90
940
$661K 0.01%
9,810
-190
941
$659K 0.01%
10,883
-3,534
942
$659K 0.01%
10,160
-140
943
$653K 0.01%
11,276
944
$651K 0.01%
7,420
945
$650K 0.01%
6,900
946
$650K 0.01%
16,570
-230
947
$643K 0.01%
15,530
-470
948
$639K 0.01%
11,200
-400
949
$635K 0.01%
7,900
950
$634K 0.01%
23,420
36 37
38
39 40