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
1526
$19K ﹤0.01%
800
-700
1527
$19K ﹤0.01%
7
1528
$18K ﹤0.01%
370
-330
1529
$18K ﹤0.01%
400
+50
1530
$18K ﹤0.01%
270
-230
1531
$18K ﹤0.01%
1,330
-1,170
1532
$18K ﹤0.01%
370
-330
1533
$18K ﹤0.01%
1,270
-1,130
1534
$18K ﹤0.01%
+320
1535
$17K ﹤0.01%
1,610
1536
$17K ﹤0.01%
1,640
+440
1537
$17K ﹤0.01%
840
-760
1538
$17K ﹤0.01%
500
-100
1539
$17K ﹤0.01%
480
-420
1540
$17K ﹤0.01%
800
-700
1541
$17K ﹤0.01%
420
-380
1542
$17K ﹤0.01%
480
-420
1543
$17K ﹤0.01%
510
-490
1544
$17K ﹤0.01%
640
-560
1545
$17K ﹤0.01%
800
-700
1546
$17K ﹤0.01%
210
-190
1547
$16K ﹤0.01%
210
-190
1548
$16K ﹤0.01%
270
-230
1549
$16K ﹤0.01%
370
-330
1550
$16K ﹤0.01%
800
-700
60 61
62
63 64