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
1701
$13K ﹤0.01%
7,000
1702
$13K ﹤0.01%
2,500
+2,000
1703
$13K ﹤0.01%
360
1704
$12K ﹤0.01%
275
1705
$12K ﹤0.01%
670
1706
$12K ﹤0.01%
270
1707
$12K ﹤0.01%
730
1708
$12K ﹤0.01%
+460
1709
$12K ﹤0.01%
740
1710
$12K ﹤0.01%
710
1711
$12K ﹤0.01%
130
1712
$12K ﹤0.01%
830
1713
$12K ﹤0.01%
400
1714
$12K ﹤0.01%
490
1715
$12K ﹤0.01%
270
1716
$12K ﹤0.01%
460
1717
$12K ﹤0.01%
175
1718
$12K ﹤0.01%
597
1719
$12K ﹤0.01%
250
1720
$12K ﹤0.01%
150
1721
$11K ﹤0.01%
310
1722
$11K ﹤0.01%
563
1723
$11K ﹤0.01%
125
1724
$11K ﹤0.01%
550
1725
$11K ﹤0.01%
920