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
1651
$15K ﹤0.01%
630
-2,600
1652
$15K ﹤0.01%
500
1653
$15K ﹤0.01%
+220
1654
$15K ﹤0.01%
365
1655
$15K ﹤0.01%
200
1656
$15K ﹤0.01%
368
+10
1657
$15K ﹤0.01%
700
1658
$15K ﹤0.01%
170
1659
$15K ﹤0.01%
+430
1660
$15K ﹤0.01%
560
1661
$15K ﹤0.01%
500
+350
1662
$15K ﹤0.01%
150
1663
$14K ﹤0.01%
520
1664
$14K ﹤0.01%
315
1665
$14K ﹤0.01%
1,262
+467
1666
$14K ﹤0.01%
479
1667
$14K ﹤0.01%
+200
1668
$14K ﹤0.01%
+150
1669
$14K ﹤0.01%
300
1670
$14K ﹤0.01%
215
1671
$14K ﹤0.01%
210
1672
$14K ﹤0.01%
390
1673
$14K ﹤0.01%
530
1674
$14K ﹤0.01%
150
1675
$14K ﹤0.01%
800
+300
65 66
67
68 69