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
1751
$7K ﹤0.01%
160
-140
1752
$7K ﹤0.01%
110
-90
1753
$7K ﹤0.01%
+3,800
1754
$7K ﹤0.01%
240
-210
1755
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263
-237
1756
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98
1757
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960
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1758
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207
-827
1759
$7K ﹤0.01%
110
-90
1760
$7K ﹤0.01%
160
-140
1761
$7K ﹤0.01%
+275
1762
$7K ﹤0.01%
80
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1763
$7K ﹤0.01%
580
-520
1764
$7K ﹤0.01%
320
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1765
$7K ﹤0.01%
+600
1766
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1767
$7K ﹤0.01%
1
1768
$7K ﹤0.01%
370
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1769
$7K ﹤0.01%
470
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1770
$7K ﹤0.01%
160
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1771
$7K ﹤0.01%
+56
1772
$7K ﹤0.01%
+60
1773
$7K ﹤0.01%
420
-380
1774
$7K ﹤0.01%
1,330
-1,170
1775
$7K ﹤0.01%
530
-470
69 70
71
72 73