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
1451
$82K ﹤0.01%
2,000
1452
$81K ﹤0.01%
14,931
1453
$80K ﹤0.01%
3,880
1454
$80K ﹤0.01%
5,300
1455
$80K ﹤0.01%
12,330
+12,000
1456
$79K ﹤0.01%
10,000
1457
$78K ﹤0.01%
3,600
1458
$76K ﹤0.01%
+4,000
1459
$75K ﹤0.01%
6,810
-1,321
1460
$75K ﹤0.01%
415
+115
1461
$74K ﹤0.01%
3,100
+1,975
1462
$72K ﹤0.01%
3,085
1463
$71K ﹤0.01%
7,350
+550
1464
$70K ﹤0.01%
2,270
1465
$69K ﹤0.01%
3,470
-2,313
1466
$68K ﹤0.01%
+7,000
1467
$68K ﹤0.01%
445
+35
1468
$67K ﹤0.01%
2,500
1469
$67K ﹤0.01%
+3,150
1470
$67K ﹤0.01%
3,000
-1,200
1471
$67K ﹤0.01%
7,888
1472
$67K ﹤0.01%
1,155
+355
1473
$67K ﹤0.01%
1,660
1474
$66K ﹤0.01%
4
+1
1475
$66K ﹤0.01%
7,900
57 58
59
60 61