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
126
$15.8M 0.19%
388,326
-1,105
127
$15.6M 0.18%
40,586
+518
128
$15.6M 0.18%
261,251
+17,835
129
$15.4M 0.18%
117,041
+380
130
$15.4M 0.18%
192,979
-5,875
131
$15.3M 0.18%
85,613
+1,204
132
$15.3M 0.18%
341,354
+1,724
133
$15.1M 0.18%
238,548
-15,370
134
$14.9M 0.18%
182,950
-2,160
135
$14.9M 0.18%
136,751
-690
136
$14.9M 0.18%
251,987
-4,895
137
$14.7M 0.17%
272,607
+13,603
138
$14.6M 0.17%
116,102
+385
139
$14.4M 0.17%
175,584
+32,177
140
$14.3M 0.17%
117,912
+3,053
141
$14.3M 0.17%
1,229,248
-24,925
142
$14.3M 0.17%
319,463
-495
143
$14.2M 0.17%
172,365
-3,245
144
$14.1M 0.17%
245,042
-3,560
145
$14M 0.17%
399,694
+8,340
146
$13.8M 0.16%
221,870
-944
147
$13.8M 0.16%
768,105
-25,350
148
$13.8M 0.16%
92,799
+2,580
149
$13.5M 0.16%
197,531
-4,043
150
$13.4M 0.16%
752,360
-8,580
4 5
6
7 8