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
1076
$434K 0.01%
16,180
-520
1077
$433K 0.01%
20,156
-1,089
1078
$433K 0.01%
13,410
-190
1079
$428K 0.01%
6,610
-190
1080
$425K 0.01%
5,160
+4,860
1081
$421K 0.01%
10,370
-330
1082
$419K 0.01%
2,900
-50
1083
$417K 0.01%
19,906
-380
1084
$416K ﹤0.01%
15,420
-380
1085
$413K ﹤0.01%
13,600
1086
$413K ﹤0.01%
8,410
-390
1087
$412K ﹤0.01%
22,500
1088
$411K ﹤0.01%
9,700
+500
1089
$410K ﹤0.01%
28,840
1090
$409K ﹤0.01%
15,530
-470
1091
$407K ﹤0.01%
21,000
1092
$406K ﹤0.01%
5,000
1093
$404K ﹤0.01%
30,500
-2,400
1094
$404K ﹤0.01%
16,200
1095
$397K ﹤0.01%
11,160
-140
1096
$396K ﹤0.01%
10,600
1097
$395K ﹤0.01%
25,157
1098
$393K ﹤0.01%
15,000
1099
$391K ﹤0.01%
21,200
-800
1100
$389K ﹤0.01%
8,712
42 43
44
45 46