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
151
$16.1M 0.15%
406,059
+31,080
152
$16.1M 0.15%
294,056
-29,226
153
$16.1M 0.15%
377,313
+30,013
154
$16M 0.15%
252,541
-6,060
155
$15.8M 0.15%
43,240
-1,010
156
$15.7M 0.15%
128,324
+40
157
$15.4M 0.15%
92,483
-3,885
158
$15M 0.14%
76,385
+1,212
159
$14.8M 0.14%
172,580
+1,085
160
$14.8M 0.14%
29,260
+3,383
161
$14.6M 0.14%
610,020
162
$14.6M 0.14%
131,655
-1,400
163
$14.6M 0.14%
296,740
+9,300
164
$14.3M 0.14%
267,812
-9,451
165
$14.3M 0.14%
290,139
-20,390
166
$14.2M 0.14%
16,960
-1,695
167
$14M 0.13%
68,993
+1,851
168
$14M 0.13%
72,414
-440
169
$13.9M 0.13%
280,272
-40,333
170
$13.9M 0.13%
99,011
-1,400
171
$13.8M 0.13%
178,371
-4,300
172
$13.8M 0.13%
261,942
+10,464
173
$13.7M 0.13%
356,037
-27,700
174
$13.6M 0.13%
69,659
+8,055
175
$13.5M 0.13%
162,670
+5,521
5 6
7
8 9