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
1151
$312K ﹤0.01%
2,860
-140
1152
$311K ﹤0.01%
6,458
-290
1153
$310K ﹤0.01%
6,800
-1,000
1154
$309K ﹤0.01%
10,070
-230
1155
$308K ﹤0.01%
5,160
-190
1156
$307K ﹤0.01%
7,120
+2,720
1157
$306K ﹤0.01%
5,022
-230
1158
$304K ﹤0.01%
120,000
-5,000
1159
$304K ﹤0.01%
17,300
1160
$302K ﹤0.01%
15,583
+840
1161
$299K ﹤0.01%
11,500
1162
$297K ﹤0.01%
+8,300
1163
$296K ﹤0.01%
10,000
1164
$295K ﹤0.01%
23,200
-800
1165
$293K ﹤0.01%
1,333
-56
1166
$291K ﹤0.01%
6,710
-190
1167
$289K ﹤0.01%
2,000
-6,076
1168
$289K ﹤0.01%
16,300
+14,800
1169
$289K ﹤0.01%
16,680
+4,680
1170
$288K ﹤0.01%
24,100
+14,200
1171
$288K ﹤0.01%
10,000
1172
$287K ﹤0.01%
18,850
-400
1173
$285K ﹤0.01%
15,458
+6,000
1174
$282K ﹤0.01%
4,500
1175
$280K ﹤0.01%
16,330
-420
45 46
47
48 49