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
1251
$200K ﹤0.01%
+22,500
1252
$200K ﹤0.01%
5,000
1253
$200K ﹤0.01%
+9,000
1254
$198K ﹤0.01%
6,183
-21,686
1255
$197K ﹤0.01%
3,500
1256
$196K ﹤0.01%
10,420
-380
1257
$195K ﹤0.01%
14,140
-3,460
1258
$194K ﹤0.01%
10,300
-800
1259
$194K ﹤0.01%
3,369
1260
$193K ﹤0.01%
4,910
+340
1261
$191K ﹤0.01%
6,948
+6,368
1262
$191K ﹤0.01%
2,610
-90
1263
$190K ﹤0.01%
15,000
1264
$189K ﹤0.01%
6,000
-5,000
1265
$187K ﹤0.01%
15,000
1266
$186K ﹤0.01%
9,280
-4,020
1267
$185K ﹤0.01%
12,200
-400
1268
$184K ﹤0.01%
1,600
1269
$183K ﹤0.01%
11,100
1270
$181K ﹤0.01%
11,700
1271
$181K ﹤0.01%
6,210
-190
1272
$181K ﹤0.01%
11,300
1273
$178K ﹤0.01%
3,210
-190
1274
$177K ﹤0.01%
11,655
+10,555
1275
$175K ﹤0.01%
4,400
49 50
51
52 53