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
951
$633K 0.01%
10,710
+2,510
952
$633K 0.01%
42,400
-1,400
953
$632K 0.01%
+33,600
954
$627K 0.01%
14,150
-150
955
$627K 0.01%
11,800
956
$625K 0.01%
21,322
-680
957
$624K 0.01%
30,600
+1,000
958
$623K 0.01%
18,102
+2,680
959
$616K 0.01%
18,600
960
$615K 0.01%
25,500
961
$614K 0.01%
+76,500
962
$613K 0.01%
19,700
963
$611K 0.01%
58,000
964
$610K 0.01%
8,195
-190
965
$606K 0.01%
41,760
-940
966
$606K 0.01%
19,420
-280
967
$602K 0.01%
13,960
-140
968
$602K 0.01%
20,480
-420
969
$600K 0.01%
21,850
+600
970
$599K 0.01%
11,910
-440
971
$598K 0.01%
3,000
972
$597K 0.01%
89,800
+39,800
973
$596K 0.01%
16,620
-330
974
$596K 0.01%
7,220
-190
975
$595K 0.01%
15,780
-420
37 38
39
40 41