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
1501
$20K ﹤0.01%
1,380
-1,220
1502
$20K ﹤0.01%
740
-660
1503
$20K ﹤0.01%
57
-50
1504
$20K ﹤0.01%
850
-750
1505
$20K ﹤0.01%
960
-840
1506
$20K ﹤0.01%
270
-230
1507
$20K ﹤0.01%
1,466
1508
$20K ﹤0.01%
2,120
-880
1509
$20K ﹤0.01%
+400
1510
$20K ﹤0.01%
1,000
1511
$20K ﹤0.01%
130
-120
1512
$20K ﹤0.01%
1,220
-1,080
1513
$20K ﹤0.01%
740
-660
1514
$19K ﹤0.01%
16
-15
1515
$19K ﹤0.01%
210
-190
1516
$19K ﹤0.01%
960
-840
1517
$19K ﹤0.01%
640
-560
1518
$19K ﹤0.01%
270
-230
1519
$19K ﹤0.01%
210
-190
1520
$19K ﹤0.01%
270
-130
1521
$19K ﹤0.01%
306
1522
$19K ﹤0.01%
1,120
-980
1523
$19K ﹤0.01%
480
-420
1524
$19K ﹤0.01%
+1,000
1525
$19K ﹤0.01%
1,200
-10,000
59 60
61
62 63