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
1676
$10K ﹤0.01%
210
-190
1677
$10K ﹤0.01%
160
-140
1678
$10K ﹤0.01%
420
-380
1679
$10K ﹤0.01%
420
-380
1680
$10K ﹤0.01%
+4,500
1681
$10K ﹤0.01%
270
-230
1682
$10K ﹤0.01%
+1,500
1683
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3,800
-200
1684
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250
-950
1685
$10K ﹤0.01%
320
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1686
$10K ﹤0.01%
1,430
-1,270
1687
$10K ﹤0.01%
530
-470
1688
$10K ﹤0.01%
530
-470
1689
$10K ﹤0.01%
660
-590
1690
$10K ﹤0.01%
+3,200
1691
$10K ﹤0.01%
258
1692
$10K ﹤0.01%
570
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1693
$10K ﹤0.01%
640
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1694
$9K ﹤0.01%
210
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1695
$9K ﹤0.01%
420
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1696
$9K ﹤0.01%
160
-140
1697
$9K ﹤0.01%
15
-13
1698
$9K ﹤0.01%
370
-330
1699
$9K ﹤0.01%
530
-470
1700
$9K ﹤0.01%
110
-90
66 67
68
69 70