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
1376
$88K ﹤0.01%
+33,800
1377
$87K ﹤0.01%
+2,441
1378
$87K ﹤0.01%
4,000
1379
$86K ﹤0.01%
2,160
+1,860
1380
$86K ﹤0.01%
306
+237
1381
$85K ﹤0.01%
4,500
-500
1382
$85K ﹤0.01%
2,445
-5
1383
$84K ﹤0.01%
+1,700
1384
$84K ﹤0.01%
4,000
+1,000
1385
$83K ﹤0.01%
2,220
1386
$83K ﹤0.01%
1,160
-140
1387
$83K ﹤0.01%
10,300
1388
$81K ﹤0.01%
+2,500
1389
$80K ﹤0.01%
4,320
+3,720
1390
$79K ﹤0.01%
6,120
-980
1391
$79K ﹤0.01%
1,710
-190
1392
$78K ﹤0.01%
1,330
-470
1393
$77K ﹤0.01%
+2,700
1394
$77K ﹤0.01%
2,000
1395
$76K ﹤0.01%
4,800
1396
$75K ﹤0.01%
+1,953
1397
$75K ﹤0.01%
2,230
-214
1398
$74K ﹤0.01%
5,000
1399
$73K ﹤0.01%
1,050
-300
1400
$73K ﹤0.01%
5,300
-1,333
54 55
56
57 58