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
1726
$8K ﹤0.01%
200
-800
1727
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410
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1728
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320
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130
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1730
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1731
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202
1732
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1733
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110
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1734
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370
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1735
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21
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1736
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110
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1737
$8K ﹤0.01%
320
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1738
$8K ﹤0.01%
480
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1739
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+2,000
1740
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210
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1741
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270
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1742
$8K ﹤0.01%
300
-1,800
1743
$8K ﹤0.01%
+2,100
1744
$8K ﹤0.01%
250
1745
$8K ﹤0.01%
1,300
-300
1746
$8K ﹤0.01%
270
-230
1747
$8K ﹤0.01%
580
-520
1748
$8K ﹤0.01%
640
-560
1749
$8K ﹤0.01%
114
-93
1750
$8K ﹤0.01%
147
68 69
70
71 72