Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 15.2%
3 Healthcare 13.39%
4 Industrials 10.81%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$14K ﹤0.01%
555
-495
1577
$14K ﹤0.01%
320
-280
1578
$14K ﹤0.01%
740
-660
1579
$14K ﹤0.01%
4,700
1580
$14K ﹤0.01%
270
-230
1581
$14K ﹤0.01%
580
-520
1582
$14K ﹤0.01%
370
-330
1583
$14K ﹤0.01%
270
-230
1584
$14K ﹤0.01%
110
-90
1585
$14K ﹤0.01%
270
-230
1586
$14K ﹤0.01%
+1,270
1587
$14K ﹤0.01%
270
-230
1588
$14K ﹤0.01%
210
-190
1589
$13K ﹤0.01%
640
-560
1590
$13K ﹤0.01%
900
-3,600
1591
$13K ﹤0.01%
740
-660
1592
$13K ﹤0.01%
320
-280
1593
$13K ﹤0.01%
900
-800
1594
$13K ﹤0.01%
530
-470
1595
$13K ﹤0.01%
320
-280
1596
$13K ﹤0.01%
530
-470
1597
$13K ﹤0.01%
480
-420
1598
$13K ﹤0.01%
420
-380
1599
$13K ﹤0.01%
557
-487
1600
$13K ﹤0.01%
+900
62 63
64
65 66