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
1576
$28K ﹤0.01%
700
1577
$28K ﹤0.01%
4,016
+1,696
1578
$26K ﹤0.01%
690
1579
$25K ﹤0.01%
540
+200
1580
$25K ﹤0.01%
1,930
+1,500
1581
$24K ﹤0.01%
435
1582
$24K ﹤0.01%
784
-2
1583
$24K ﹤0.01%
883
1584
$24K ﹤0.01%
200
1585
$23K ﹤0.01%
950
1586
$23K ﹤0.01%
230
1587
$23K ﹤0.01%
300
1588
$23K ﹤0.01%
800
1589
$23K ﹤0.01%
1,370
-3,300
1590
$23K ﹤0.01%
1,673
+767
1591
$23K ﹤0.01%
11,600
1592
$23K ﹤0.01%
1,000
-1,000
1593
$23K ﹤0.01%
775
1594
$23K ﹤0.01%
270
1595
$22K ﹤0.01%
575
1596
$22K ﹤0.01%
3,055
+1,975
1597
$22K ﹤0.01%
470
1598
$22K ﹤0.01%
200
1599
$21K ﹤0.01%
320
1600
$21K ﹤0.01%
19
+6
62 63
64
65 66