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
1601
$21K ﹤0.01%
467
1602
$21K ﹤0.01%
5,000
-6,000
1603
$21K ﹤0.01%
275
1604
$21K ﹤0.01%
125
-1,352
1605
$20K ﹤0.01%
220
1606
$20K ﹤0.01%
310
1607
$20K ﹤0.01%
340
1608
$19K ﹤0.01%
36
-2
1609
$19K ﹤0.01%
180
1610
$19K ﹤0.01%
200
1611
$19K ﹤0.01%
1,355
+610
1612
$19K ﹤0.01%
2,671
+1,211
1613
$19K ﹤0.01%
1,168
1614
$19K ﹤0.01%
325
1615
$19K ﹤0.01%
370
1616
$19K ﹤0.01%
200
1617
$19K ﹤0.01%
360
1618
$19K ﹤0.01%
45
1619
$19K ﹤0.01%
391
-76
1620
$19K ﹤0.01%
320
1621
$19K ﹤0.01%
17,840
-149,090
1622
$19K ﹤0.01%
1,000
1623
$18K ﹤0.01%
270
1624
$18K ﹤0.01%
1,573
+743
1625
$17K ﹤0.01%
1,518
+683
63 64
65
66 67