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
1576
$14K ﹤0.01%
270
-230
1577
$14K ﹤0.01%
420
-380
1578
$14K ﹤0.01%
480
-420
1579
$14K ﹤0.01%
1,220
-1,080
1580
$14K ﹤0.01%
1,920
-1,680
1581
$14K ﹤0.01%
640
-560
1582
$14K ﹤0.01%
555
-495
1583
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320
-280
1584
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270
-230
1585
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740
-660
1586
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210
-190
1587
$14K ﹤0.01%
4,700
1588
$14K ﹤0.01%
+1,270
1589
$13K ﹤0.01%
640
-560
1590
$13K ﹤0.01%
900
-3,600
1591
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740
-660
1592
$13K ﹤0.01%
320
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1593
$13K ﹤0.01%
530
-470
1594
$13K ﹤0.01%
320
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1595
$13K ﹤0.01%
530
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1596
$13K ﹤0.01%
480
-420
1597
$13K ﹤0.01%
420
-380
1598
$13K ﹤0.01%
557
-487
1599
$13K ﹤0.01%
+900
1600
$13K ﹤0.01%
740
-660
62 63
64
65 66