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
1651
$11K ﹤0.01%
320
-280
1652
$11K ﹤0.01%
+433
1653
$11K ﹤0.01%
399
1654
$11K ﹤0.01%
420
-380
1655
$11K ﹤0.01%
270
-230
1656
$11K ﹤0.01%
640
-560
1657
$11K ﹤0.01%
157
1658
$11K ﹤0.01%
530
-470
1659
$10K ﹤0.01%
160
-140
1660
$10K ﹤0.01%
210
-190
1661
$10K ﹤0.01%
530
-470
1662
$10K ﹤0.01%
690
-610
1663
$10K ﹤0.01%
1,270
-1,130
1664
$10K ﹤0.01%
332
1665
$10K ﹤0.01%
1,060
-940
1666
$10K ﹤0.01%
320
-280
1667
$10K ﹤0.01%
800
-700
1668
$10K ﹤0.01%
1,490
-1,310
1669
$10K ﹤0.01%
110
-90
1670
$10K ﹤0.01%
+2,000
1671
$10K ﹤0.01%
200
-600
1672
$10K ﹤0.01%
370
-330
1673
$10K ﹤0.01%
1,220
-1,080
1674
$10K ﹤0.01%
670
1675
$10K ﹤0.01%
77
-68
65 66
67
68 69