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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$695K 0.01%
6,115
+1,500
977
$691K 0.01%
59,754
+3,499
978
$689K 0.01%
55,100
+12,000
979
$688K 0.01%
12,860
980
$686K 0.01%
15,720
981
$685K 0.01%
131,000
+114,200
982
$684K 0.01%
25,594
+6,089
983
$684K 0.01%
56,700
984
$682K 0.01%
9,670
-8,455
985
$673K 0.01%
32,344
+29,304
986
$671K 0.01%
13,250
987
$669K 0.01%
14,000
988
$666K 0.01%
32,334
+27,500
989
$664K 0.01%
6,420
990
$658K 0.01%
2,930
991
$655K 0.01%
33,063
+652
992
$653K 0.01%
30,000
-2,000
993
$653K 0.01%
16,900
994
$651K 0.01%
24,797
+22,292
995
$650K 0.01%
18,600
996
$650K 0.01%
20,900
+13,900
997
$649K 0.01%
3,390
+125
998
$643K 0.01%
23,600
+13,100
999
$638K 0.01%
10,000
-100
1000
$636K 0.01%
8,429
38 39
40
41 42