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
1701
$9K ﹤0.01%
640
-560
1702
$9K ﹤0.01%
+1,600
1703
$9K ﹤0.01%
925
-825
1704
$9K ﹤0.01%
320
-280
1705
$9K ﹤0.01%
69
-61
1706
$9K ﹤0.01%
320
-280
1707
$9K ﹤0.01%
400
-1,200
1708
$9K ﹤0.01%
608
-517
1709
$9K ﹤0.01%
210
-190
1710
$9K ﹤0.01%
530
-470
1711
$9K ﹤0.01%
320
-280
1712
$9K ﹤0.01%
320
-280
1713
$9K ﹤0.01%
10
-9
1714
$9K ﹤0.01%
560
1715
$9K ﹤0.01%
+14
1716
$9K ﹤0.01%
270
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1717
$9K ﹤0.01%
+2,600
1718
$9K ﹤0.01%
210
-190
1719
$9K ﹤0.01%
530
-470
1720
$9K ﹤0.01%
110
-90
1721
$9K ﹤0.01%
320
-280
1722
$9K ﹤0.01%
270
-230
1723
$8K ﹤0.01%
370
-330
1724
$8K ﹤0.01%
+1,000
1725
$8K ﹤0.01%
530
-470
67 68
69
70 71