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
1326
$125K ﹤0.01%
1,500
1327
$125K ﹤0.01%
6,000
1328
$123K ﹤0.01%
3,030
-470
1329
$123K ﹤0.01%
+10,000
1330
$123K ﹤0.01%
3,100
1331
$122K ﹤0.01%
2,500
1332
$121K ﹤0.01%
2,735
-280
1333
$120K ﹤0.01%
4,999
-1
1334
$120K ﹤0.01%
6,100
1335
$119K ﹤0.01%
3,317
1336
$119K ﹤0.01%
8,310
-1,003
1337
$119K ﹤0.01%
3,790
-210
1338
$118K ﹤0.01%
2,200
1339
$116K ﹤0.01%
5,580
-520
1340
$115K ﹤0.01%
6,380
+2,480
1341
$115K ﹤0.01%
3,000
1342
$115K ﹤0.01%
1,031
1343
$115K ﹤0.01%
5,000
1344
$113K ﹤0.01%
8,060
-140
1345
$113K ﹤0.01%
1,130
-120
1346
$112K ﹤0.01%
4,774
-420
1347
$111K ﹤0.01%
6,000
1348
$110K ﹤0.01%
10,000
1349
$108K ﹤0.01%
1,870
-330
1350
$107K ﹤0.01%
1,250
-50
52 53
54
55 56