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
1476
$25K ﹤0.01%
676
1477
$25K ﹤0.01%
677
1478
$24K ﹤0.01%
1,800
-2,000
1479
$24K ﹤0.01%
2,390
-2,110
1480
$24K ﹤0.01%
740
-660
1481
$24K ﹤0.01%
320
-280
1482
$24K ﹤0.01%
1,699
-14,400
1483
$24K ﹤0.01%
+1,000
1484
$23K ﹤0.01%
1,320
-1,155
1485
$23K ﹤0.01%
467
1486
$22K ﹤0.01%
370
-330
1487
$22K ﹤0.01%
960
-840
1488
$22K ﹤0.01%
1,040
-960
1489
$22K ﹤0.01%
600
1490
$22K ﹤0.01%
896
1491
$22K ﹤0.01%
250
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1492
$22K ﹤0.01%
3,000
-19,850
1493
$22K ﹤0.01%
214
1494
$21K ﹤0.01%
900
-800
1495
$21K ﹤0.01%
270
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1496
$21K ﹤0.01%
210
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1497
$21K ﹤0.01%
320
-280
1498
$21K ﹤0.01%
1,000
-1,300
1499
$20K ﹤0.01%
270
-230
1500
$20K ﹤0.01%
670
-596
58 59
60
61 62