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
1626
$12K ﹤0.01%
765
1627
$12K ﹤0.01%
270
-230
1628
$12K ﹤0.01%
580
-1,520
1629
$11K ﹤0.01%
530
-470
1630
$11K ﹤0.01%
850
-750
1631
$11K ﹤0.01%
1,330
-1,170
1632
$11K ﹤0.01%
270
-230
1633
$11K ﹤0.01%
+700
1634
$11K ﹤0.01%
270
-230
1635
$11K ﹤0.01%
480
-420
1636
$11K ﹤0.01%
480
-420
1637
$11K ﹤0.01%
+1,400
1638
$11K ﹤0.01%
270
-230
1639
$11K ﹤0.01%
+7,700
1640
$11K ﹤0.01%
480
-420
1641
$11K ﹤0.01%
640
-560
1642
$11K ﹤0.01%
+800
1643
$11K ﹤0.01%
310
-290
1644
$11K ﹤0.01%
270
-230
1645
$11K ﹤0.01%
+100
1646
$11K ﹤0.01%
+83
1647
$11K ﹤0.01%
640
-560
1648
$11K ﹤0.01%
270
-230
1649
$11K ﹤0.01%
740
-660
1650
$11K ﹤0.01%
530
-470
64 65
66
67 68