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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$279K ﹤0.01%
10,000
1252
$279K ﹤0.01%
21,948
-40,467
1253
$278K ﹤0.01%
10,200
1254
$278K ﹤0.01%
199
-601
1255
$277K ﹤0.01%
23,500
+23,000
1256
$273K ﹤0.01%
+9,200
1257
$273K ﹤0.01%
6,891
+536
1258
$268K ﹤0.01%
1,200
1259
$267K ﹤0.01%
19,479
+6,909
1260
$266K ﹤0.01%
5,649
+2,694
1261
$262K ﹤0.01%
+36,300
1262
$260K ﹤0.01%
1,615
-300
1263
$260K ﹤0.01%
2,310
1264
$258K ﹤0.01%
7,593
+966
1265
$256K ﹤0.01%
4,594
1266
$256K ﹤0.01%
9,970
+4,590
1267
$255K ﹤0.01%
8,977
+2,357
1268
$251K ﹤0.01%
10,970
1269
$250K ﹤0.01%
2,820
1270
$250K ﹤0.01%
14,800
1271
$250K ﹤0.01%
8,805
1272
$248K ﹤0.01%
6,500
1273
$246K ﹤0.01%
5,510
1274
$245K ﹤0.01%
2,560
1275
$244K ﹤0.01%
1,900
49 50
51
52 53