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
1301
$153K ﹤0.01%
10,750
+9,850
1302
$149K ﹤0.01%
5,478
+545
1303
$146K ﹤0.01%
6,100
-600
1304
$145K ﹤0.01%
1,000
1305
$145K ﹤0.01%
22,910
-1,690
1306
$144K ﹤0.01%
3,086
-349
1307
$144K ﹤0.01%
4,982
1308
$143K ﹤0.01%
10,500
-800
1309
$143K ﹤0.01%
2,750
-150
1310
$143K ﹤0.01%
11,800
1311
$141K ﹤0.01%
2,670
-230
1312
$134K ﹤0.01%
+4,500
1313
$134K ﹤0.01%
11,600
1314
$133K ﹤0.01%
3,522
-1,500
1315
$133K ﹤0.01%
5,000
1316
$132K ﹤0.01%
5,420
-380
1317
$132K ﹤0.01%
7,483
+2,566
1318
$132K ﹤0.01%
8,250
1319
$132K ﹤0.01%
7,750
-750
1320
$131K ﹤0.01%
2,200
1321
$131K ﹤0.01%
4,259
1322
$128K ﹤0.01%
+26,600
1323
$127K ﹤0.01%
6,700
1324
$127K ﹤0.01%
9,000
1325
$126K ﹤0.01%
3,000
-300
51 52
53
54 55