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
1351
$167K ﹤0.01%
5,431
+1,603
1352
$167K ﹤0.01%
9,739
+4,409
1353
$167K ﹤0.01%
9,645
1354
$165K ﹤0.01%
445
+195
1355
$160K ﹤0.01%
23,754
+3,164
1356
$159K ﹤0.01%
18,425
1357
$156K ﹤0.01%
9,805
-1,481
1358
$154K ﹤0.01%
13,250
+1,300
1359
$153K ﹤0.01%
10,282
+8,314
1360
$153K ﹤0.01%
1,120
+120
1361
$152K ﹤0.01%
5,000
1362
$152K ﹤0.01%
41,300
+22,100
1363
$151K ﹤0.01%
4,500
1364
$151K ﹤0.01%
3,000
1365
$151K ﹤0.01%
1,481
1366
$151K ﹤0.01%
15,000
1367
$151K ﹤0.01%
8,003
+2,053
1368
$149K ﹤0.01%
4,250
+4,000
1369
$149K ﹤0.01%
1,100
+700
1370
$147K ﹤0.01%
1,265
+315
1371
$147K ﹤0.01%
2,720
1372
$144K ﹤0.01%
28,140
-11,600
1373
$143K ﹤0.01%
4,000
1374
$141K ﹤0.01%
2,600
1375
$139K ﹤0.01%
6,000
-6,000
53 54
55
56 57