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
1276
$175K ﹤0.01%
8,000
-400
1277
$175K ﹤0.01%
+2,000
1278
$174K ﹤0.01%
12,000
1279
$174K ﹤0.01%
+11,395
1280
$172K ﹤0.01%
5,120
-330
1281
$172K ﹤0.01%
+5,475
1282
$172K ﹤0.01%
5,900
-1,400
1283
$169K ﹤0.01%
15,160
-33,790
1284
$169K ﹤0.01%
5,395
-380
1285
$168K ﹤0.01%
2,610
-190
1286
$167K ﹤0.01%
5,950
1287
$166K ﹤0.01%
4,800
1288
$165K ﹤0.01%
8,000
-5,000
1289
$164K ﹤0.01%
11,300
+3,200
1290
$164K ﹤0.01%
2,500
-10,000
1291
$162K ﹤0.01%
5,150
-750
1292
$162K ﹤0.01%
7,840
-210
1293
$161K ﹤0.01%
6,500
1294
$160K ﹤0.01%
4,200
1295
$160K ﹤0.01%
+6,252
1296
$158K ﹤0.01%
+3,550
1297
$156K ﹤0.01%
3,000
1298
$155K ﹤0.01%
4,510
+510
1299
$154K ﹤0.01%
3,110
-3,090
1300
$154K ﹤0.01%
9,500
50 51
52
53 54