Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 15.2%
3 Healthcare 13.39%
4 Industrials 10.81%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$7K ﹤0.01%
98
1752
$7K ﹤0.01%
960
-840
1753
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207
-827
1754
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110
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160
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+275
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80
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580
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1759
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320
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+600
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1
1763
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370
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470
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110
-90
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$7K ﹤0.01%
+3,800
1769
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240
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1770
$7K ﹤0.01%
263
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1771
$7K ﹤0.01%
+56
1772
$7K ﹤0.01%
+60
1773
$7K ﹤0.01%
420
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1774
$7K ﹤0.01%
530
-470
1775
$7K ﹤0.01%
290
-260
69 70
71
72 73