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
1026
$509K 0.01%
27,640
-560
1027
$509K 0.01%
16,300
1028
$504K 0.01%
17,353
-380
1029
$503K 0.01%
8,700
1030
$502K 0.01%
32,900
1031
$501K 0.01%
18,011
-165
1032
$500K 0.01%
6,910
-190
1033
$499K 0.01%
53,300
-3,300
1034
$498K 0.01%
11,270
-230
1035
$496K 0.01%
6,579
-4,500
1036
$496K 0.01%
20,930
-822
1037
$495K 0.01%
7,225
-345
1038
$494K 0.01%
16,900
1039
$493K 0.01%
5,710
-190
1040
$490K 0.01%
14,655
-495
1041
$488K 0.01%
14,860
-840
1042
$486K 0.01%
4,110
-90
1043
$485K 0.01%
5,945
+800
1044
$485K 0.01%
19,370
-330
1045
$483K 0.01%
29,350
-700
1046
$481K 0.01%
6,335
+835
1047
$481K 0.01%
6,900
1048
$475K 0.01%
13,250
-650
1049
$473K 0.01%
14,700
1050
$472K 0.01%
+28,135
40 41
42
43 44