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
1476
$65K ﹤0.01%
8,100
1477
$65K ﹤0.01%
2,237
+772
1478
$64K ﹤0.01%
5,160
+5,000
1479
$64K ﹤0.01%
3,445
+3,000
1480
$64K ﹤0.01%
4,500
1481
$64K ﹤0.01%
2,320
1482
$64K ﹤0.01%
1,430
1483
$63K ﹤0.01%
5,073
+2,288
1484
$63K ﹤0.01%
1,500
1485
$62K ﹤0.01%
640
1486
$61K ﹤0.01%
1,270
1487
$61K ﹤0.01%
4,615
1488
$61K ﹤0.01%
7,600
+7,365
1489
$61K ﹤0.01%
7,291
+3,306
1490
$60K ﹤0.01%
690
1491
$60K ﹤0.01%
12,070
-62,500
1492
$59K ﹤0.01%
1,001
+441
1493
$59K ﹤0.01%
4,640
1494
$58K ﹤0.01%
3,500
-2,350
1495
$57K ﹤0.01%
1,180
1496
$57K ﹤0.01%
+5,000
1497
$56K ﹤0.01%
10,000
1498
$56K ﹤0.01%
700
1499
$56K ﹤0.01%
+450
1500
$56K ﹤0.01%
3,960
-1,000
58 59
60
61 62