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
101
$19.3M 0.23%
249,060
+10,175
102
$19.2M 0.23%
486,232
+3,692
103
$18.9M 0.22%
208,101
+985
104
$18.8M 0.22%
96,477
-1,480
105
$18.5M 0.22%
136,066
+8,520
106
$18.4M 0.22%
144,376
+3,060
107
$18M 0.21%
273,440
+20,440
108
$18M 0.21%
283,783
-30,190
109
$17.8M 0.21%
413,840
-6,165
110
$17.7M 0.21%
296,378
-3,470
111
$17.7M 0.21%
146,578
+5,515
112
$17.4M 0.21%
975,842
-3,330
113
$17.2M 0.2%
198,767
-2,626
114
$17.2M 0.2%
232,951
-9,238
115
$17.1M 0.2%
112,179
-740
116
$17.1M 0.2%
215,528
-14,520
117
$16.9M 0.2%
359,444
-22,113
118
$16.9M 0.2%
98,057
-11,293
119
$16.6M 0.2%
50,757
+1,554
120
$16.6M 0.2%
1,203,172
-10,667
121
$16.5M 0.2%
423,352
+25,040
122
$16.3M 0.19%
459,562
-63,085
123
$16.2M 0.19%
5,962,880
+783,000
124
$16M 0.19%
142,714
-790
125
$15.8M 0.19%
108,190
-1,490
3 4
5
6 7