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
1451
$39K ﹤0.01%
+3,000
1452
$39K ﹤0.01%
12,200
-6,400
1453
$38K ﹤0.01%
1,508
1454
$38K ﹤0.01%
480
-120
1455
$37K ﹤0.01%
660
+360
1456
$36K ﹤0.01%
550
1457
$36K ﹤0.01%
1,500
1458
$35K ﹤0.01%
1,525
1459
$35K ﹤0.01%
2,795
1460
$34K ﹤0.01%
663
1461
$34K ﹤0.01%
2,130
-470
1462
$33K ﹤0.01%
+5,000
1463
$33K ﹤0.01%
1,630
1464
$33K ﹤0.01%
160
-140
1465
$32K ﹤0.01%
343
1466
$32K ﹤0.01%
7,760
-2,440
1467
$32K ﹤0.01%
+3,000
1468
$32K ﹤0.01%
2,000
1469
$31K ﹤0.01%
1,850
-1,620
1470
$31K ﹤0.01%
500
1471
$29K ﹤0.01%
400
1472
$29K ﹤0.01%
410
+10
1473
$29K ﹤0.01%
150
-150
1474
$28K ﹤0.01%
4,600
-4,400
1475
$28K ﹤0.01%
320
-280
57 58
59
60 61