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
1601
$13K ﹤0.01%
+2,200
1602
$13K ﹤0.01%
900
-800
1603
$12K ﹤0.01%
37
-33
1604
$12K ﹤0.01%
430
-388
1605
$12K ﹤0.01%
202
1606
$12K ﹤0.01%
1,480
+580
1607
$12K ﹤0.01%
960
-840
1608
$12K ﹤0.01%
1,380
-1,220
1609
$12K ﹤0.01%
2,260
-1,990
1610
$12K ﹤0.01%
900
-800
1611
$12K ﹤0.01%
234
-206
1612
$12K ﹤0.01%
130
-120
1613
$12K ﹤0.01%
640
-560
1614
$12K ﹤0.01%
270
-230
1615
$12K ﹤0.01%
320
-280
1616
$12K ﹤0.01%
900
-800
1617
$12K ﹤0.01%
370
-330
1618
$12K ﹤0.01%
640
-560
1619
$12K ﹤0.01%
800
-700
1620
$12K ﹤0.01%
1,100
-976
1621
$12K ﹤0.01%
240
-210
1622
$12K ﹤0.01%
530
-470
1623
$12K ﹤0.01%
420
-380
1624
$12K ﹤0.01%
420
-380
1625
$12K ﹤0.01%
530
-470
63 64
65
66 67