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
1351
$107K ﹤0.01%
750
-60
1352
$105K ﹤0.01%
+1,933
1353
$105K ﹤0.01%
+11,650
1354
$104K ﹤0.01%
5,210
-190
1355
$104K ﹤0.01%
3,100
1356
$104K ﹤0.01%
5,800
1357
$102K ﹤0.01%
13,000
+3,000
1358
$102K ﹤0.01%
2,295
1359
$100K ﹤0.01%
8,780
-420
1360
$99K ﹤0.01%
1,400
1361
$99K ﹤0.01%
2,720
-80
1362
$98K ﹤0.01%
+12,096
1363
$98K ﹤0.01%
4,600
1364
$98K ﹤0.01%
3,300
1365
$97K ﹤0.01%
12,100
1366
$96K ﹤0.01%
+500
1367
$95K ﹤0.01%
2,480
-1,180
1368
$94K ﹤0.01%
14,100
-46,300
1369
$94K ﹤0.01%
2,120
-280
1370
$93K ﹤0.01%
3,500
1371
$93K ﹤0.01%
+15,000
1372
$93K ﹤0.01%
3,698
+1,000
1373
$90K ﹤0.01%
+1,370
1374
$89K ﹤0.01%
1,610
-90
1375
$88K ﹤0.01%
3,400
+700
53 54
55
56 57