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
1051
$464K 0.01%
9,480
+580
1052
$463K 0.01%
12,534
-190
1053
$463K 0.01%
12,220
+220
1054
$463K 0.01%
29,500
+9,800
1055
$462K 0.01%
16,750
-15,725
1056
$461K 0.01%
8,300
-1,500
1057
$461K 0.01%
16,480
+8,530
1058
$459K 0.01%
12,720
-280
1059
$458K 0.01%
8,200
+300
1060
$456K 0.01%
7,700
1061
$456K 0.01%
16,820
1062
$455K 0.01%
9,180
-2,020
1063
$454K 0.01%
6,170
-230
1064
$453K 0.01%
1,000
1065
$453K 0.01%
11,240
-380
1066
$452K 0.01%
3,917
-3,382
1067
$447K 0.01%
14,300
1068
$444K 0.01%
36,600
-800
1069
$444K 0.01%
8,400
1070
$443K 0.01%
16,000
+15,500
1071
$440K 0.01%
20,800
1072
$439K 0.01%
2,900
1073
$439K 0.01%
11,910
+11,510
1074
$437K 0.01%
17,600
1075
$435K 0.01%
9,010
-90
41 42
43
44 45