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
151
$13.3M 0.16%
356,710
-64,260
152
$13.3M 0.16%
396,122
-3,815
153
$13.2M 0.16%
113,471
+1,100
154
$13M 0.15%
257,315
-10,442
155
$13M 0.15%
156,435
+50
156
$12.9M 0.15%
79,459
-5,225
157
$12.8M 0.15%
107,680
-44,960
158
$12.6M 0.15%
349,090
+5,380
159
$12.4M 0.15%
223,808
-251
160
$12.3M 0.15%
185,138
+20,740
161
$12.3M 0.15%
103,414
+2,315
162
$12.2M 0.15%
220,831
-645
163
$12M 0.14%
282,050
164
$11.9M 0.14%
223,374
-4,165
165
$11.9M 0.14%
241,822
-1,840
166
$11.8M 0.14%
543,890
-178
167
$11.5M 0.14%
185,838
-18,385
168
$11.5M 0.14%
74,461
-1,180
169
$11.5M 0.14%
452,986
-950
170
$11.5M 0.14%
75,985
-2,990
171
$11.5M 0.14%
289,650
-1,700
172
$11.4M 0.14%
171,685
-285
173
$11.4M 0.14%
172,524
+17,454
174
$11.2M 0.13%
348,212
+31,180
175
$11.2M 0.13%
202,228
-48,675
5 6
7
8 9