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
1676
$14K ﹤0.01%
600
1677
$13K ﹤0.01%
160
1678
$13K ﹤0.01%
+800
1679
$13K ﹤0.01%
436
1680
$13K ﹤0.01%
+235
1681
$13K ﹤0.01%
745
1682
$13K ﹤0.01%
200
+70
1683
$13K ﹤0.01%
500
1684
$13K ﹤0.01%
+435
1685
$13K ﹤0.01%
310
1686
$13K ﹤0.01%
440
1687
$13K ﹤0.01%
230
-100
1688
$13K ﹤0.01%
610
1689
$13K ﹤0.01%
500
+200
1690
$13K ﹤0.01%
210
1691
$13K ﹤0.01%
920
1692
$13K ﹤0.01%
415
1693
$13K ﹤0.01%
600
1694
$13K ﹤0.01%
530
1695
$13K ﹤0.01%
280
1696
$13K ﹤0.01%
15
-10
1697
$13K ﹤0.01%
800
1698
$13K ﹤0.01%
520
1699
$13K ﹤0.01%
1,195
1700
$13K ﹤0.01%
700
66 67
68
69 70