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
1176
$279K ﹤0.01%
7,310
-1,400
1177
$278K ﹤0.01%
38,605
-1,299
1178
$277K ﹤0.01%
9,529
-10,040
1179
$276K ﹤0.01%
6,210
-190
1180
$275K ﹤0.01%
+15,500
1181
$273K ﹤0.01%
11,965
1182
$270K ﹤0.01%
20,600
-5,100
1183
$270K ﹤0.01%
5,600
1184
$268K ﹤0.01%
43
1185
$268K ﹤0.01%
5,000
1186
$265K ﹤0.01%
11,300
1187
$264K ﹤0.01%
4,000
1188
$262K ﹤0.01%
14,620
+4,620
1189
$259K ﹤0.01%
9,820
-280
1190
$259K ﹤0.01%
9,740
-660
1191
$259K ﹤0.01%
4,050
-50
1192
$258K ﹤0.01%
5,800
-700
1193
$256K ﹤0.01%
+5,000
1194
$251K ﹤0.01%
5,510
-10,140
1195
$251K ﹤0.01%
13,360
-672
1196
$251K ﹤0.01%
30,000
-1,600
1197
$250K ﹤0.01%
14,300
+2,500
1198
$249K ﹤0.01%
10,540
-660
1199
$248K ﹤0.01%
6,000
+4,000
1200
$247K ﹤0.01%
6,000
46 47
48
49 50