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
1426
$95K ﹤0.01%
3,550
1427
$94K ﹤0.01%
1,250
1428
$94K ﹤0.01%
1,530
1429
$94K ﹤0.01%
3,235
1430
$93K ﹤0.01%
1,500
1431
$93K ﹤0.01%
3,840
1432
$93K ﹤0.01%
6,870
1433
$92K ﹤0.01%
4,800
1434
$90K ﹤0.01%
1,515
1435
$88K ﹤0.01%
4,579
+2,189
1436
$88K ﹤0.01%
7,300
-9,800
1437
$87K ﹤0.01%
1,450
-310
1438
$87K ﹤0.01%
5,800
1439
$87K ﹤0.01%
4,952
+500
1440
$87K ﹤0.01%
1,945
1441
$86K ﹤0.01%
5,350
1442
$86K ﹤0.01%
5,000
1443
$86K ﹤0.01%
5,110
1444
$85K ﹤0.01%
29
+14
1445
$85K ﹤0.01%
5,550
1446
$85K ﹤0.01%
17,100
-20,000
1447
$83K ﹤0.01%
+1,714
1448
$83K ﹤0.01%
1,589
-152
1449
$83K ﹤0.01%
2,500
1450
$83K ﹤0.01%
2,633
+139
56 57
58
59 60