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
1426
$57K ﹤0.01%
2,430
-470
1427
$57K ﹤0.01%
1,680
-420
1428
$56K ﹤0.01%
3,010
-14,290
1429
$56K ﹤0.01%
2,770
-230
1430
$56K ﹤0.01%
945
1431
$55K ﹤0.01%
950
+130
1432
$55K ﹤0.01%
400
-100
1433
$54K ﹤0.01%
4,120
+2,020
1434
$54K ﹤0.01%
+1,000
1435
$54K ﹤0.01%
870
-330
1436
$53K ﹤0.01%
7,300
1437
$52K ﹤0.01%
2,698
1438
$52K ﹤0.01%
6,000
1439
$51K ﹤0.01%
4,000
-29,500
1440
$50K ﹤0.01%
1,420
-380
1441
$48K ﹤0.01%
3,200
1442
$46K ﹤0.01%
5,760
-940
1443
$46K ﹤0.01%
2,800
-1,100
1444
$45K ﹤0.01%
3,699
-3,500
1445
$43K ﹤0.01%
1,000
-500
1446
$43K ﹤0.01%
800
1447
$43K ﹤0.01%
1,000
1448
$41K ﹤0.01%
310
1449
$41K ﹤0.01%
960
1450
$40K ﹤0.01%
1,530
-1,406
56 57
58
59 60