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
1551
$16K ﹤0.01%
580
-520
1552
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240
1553
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270
-230
1554
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370
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1555
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320
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1556
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1,430
-1,270
1557
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420
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1558
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370
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1559
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1,200
1560
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690
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1561
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580
-520
1562
$15K ﹤0.01%
630
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1563
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1,701
-4,158
1564
$15K ﹤0.01%
960
-840
1565
$15K ﹤0.01%
1,600
-1,400
1566
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420
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1567
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160
-140
1568
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+1,500
1569
$15K ﹤0.01%
530
-470
1570
$15K ﹤0.01%
690
-610
1571
$14K ﹤0.01%
270
-230
1572
$14K ﹤0.01%
580
-520
1573
$14K ﹤0.01%
370
-330
1574
$14K ﹤0.01%
270
-230
1575
$14K ﹤0.01%
110
-90
61 62
63
64 65