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
1401
$71K ﹤0.01%
3,270
+870
1402
$70K ﹤0.01%
1,530
1403
$69K ﹤0.01%
4,903
+2,040
1404
$69K ﹤0.01%
1,460
-140
1405
$69K ﹤0.01%
1,000
1406
$68K ﹤0.01%
1,070
-330
1407
$68K ﹤0.01%
4,000
1408
$68K ﹤0.01%
+4,000
1409
$68K ﹤0.01%
4,800
1410
$67K ﹤0.01%
27
-1
1411
$67K ﹤0.01%
3,566
-32,890
1412
$66K ﹤0.01%
5,150
-150
1413
$66K ﹤0.01%
1,320
-280
1414
$66K ﹤0.01%
1,900
1415
$64K ﹤0.01%
1,620
-380
1416
$64K ﹤0.01%
3,600
1417
$64K ﹤0.01%
750
-690
1418
$62K ﹤0.01%
265
-30
1419
$62K ﹤0.01%
1,160
-140
1420
$61K ﹤0.01%
6,430
-1,270
1421
$61K ﹤0.01%
1,500
1422
$60K ﹤0.01%
4,100
+1,200
1423
$60K ﹤0.01%
4,170
-1,030
1424
$59K ﹤0.01%
6,600
+4,200
1425
$58K ﹤0.01%
2,020
-380
55 56
57
58 59