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
976
$594K 0.01%
2,063
977
$594K 0.01%
17,930
978
$594K 0.01%
20,000
979
$593K 0.01%
22,543
980
$592K 0.01%
32,326
-4,427
981
$590K 0.01%
36,562
-25,611
982
$587K 0.01%
19,900
-114
983
$586K 0.01%
20,690
-610
984
$584K 0.01%
8,300
985
$584K 0.01%
21,100
986
$580K 0.01%
11,800
987
$580K 0.01%
19,582
988
$579K 0.01%
21,100
989
$572K 0.01%
25,970
-280
990
$570K 0.01%
9,960
-140
991
$570K 0.01%
10,649
-190
992
$568K 0.01%
9,682
-1,000
993
$566K 0.01%
15,320
-280
994
$564K 0.01%
35,280
-5,470
995
$561K 0.01%
25,400
996
$559K 0.01%
66,900
+58,450
997
$555K 0.01%
9,500
-200
998
$553K 0.01%
14,517
-380
999
$552K 0.01%
12,800
1000
$552K 0.01%
11,300
38 39
40
41 42