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
1551
$33K ﹤0.01%
275
1552
$32K ﹤0.01%
1,974
+674
1553
$32K ﹤0.01%
175
1554
$31K ﹤0.01%
3,000
1555
$31K ﹤0.01%
1,400
+700
1556
$31K ﹤0.01%
2,000
1557
$31K ﹤0.01%
180
1558
$31K ﹤0.01%
1,550
1559
$31K ﹤0.01%
500
1560
$31K ﹤0.01%
400
1561
$30K ﹤0.01%
175
1562
$30K ﹤0.01%
250
1563
$30K ﹤0.01%
445
1564
$30K ﹤0.01%
460
+160
1565
$30K ﹤0.01%
6,020
-10,000
1566
$30K ﹤0.01%
2,610
+1,500
1567
$29K ﹤0.01%
760
+500
1568
$29K ﹤0.01%
850
1569
$29K ﹤0.01%
+2,000
1570
$29K ﹤0.01%
400
-100
1571
$28K ﹤0.01%
330
+250
1572
$28K ﹤0.01%
470
1573
$28K ﹤0.01%
2,830
+1,295
1574
$28K ﹤0.01%
1,050
-150
1575
$28K ﹤0.01%
7,485
61 62
63
64 65