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
1126
$351K ﹤0.01%
11,430
-470
1127
$348K ﹤0.01%
4,600
+2,500
1128
$346K ﹤0.01%
18,100
-800
1129
$344K ﹤0.01%
15,000
1130
$344K ﹤0.01%
5,600
1131
$344K ﹤0.01%
11,740
-2,560
1132
$344K ﹤0.01%
7,150
+1,850
1133
$343K ﹤0.01%
9,700
1134
$342K ﹤0.01%
8,200
1135
$340K ﹤0.01%
12,000
1136
$336K ﹤0.01%
23,960
+18,360
1137
$336K ﹤0.01%
13,970
-280
1138
$335K ﹤0.01%
18,300
-400
1139
$334K ﹤0.01%
16,900
-600
1140
$332K ﹤0.01%
11,600
-600
1141
$328K ﹤0.01%
6,070
-230
1142
$325K ﹤0.01%
5,000
-1,800
1143
$321K ﹤0.01%
10,000
1144
$321K ﹤0.01%
4,300
1145
$320K ﹤0.01%
11,000
1146
$320K ﹤0.01%
4,900
-4,400
1147
$319K ﹤0.01%
8,000
1148
$318K ﹤0.01%
37,700
-1,500
1149
$317K ﹤0.01%
8,500
1150
$314K ﹤0.01%
5,110
-90
44 45
46
47 48