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
1751
$10K ﹤0.01%
480
1752
$10K ﹤0.01%
+500
1753
$10K ﹤0.01%
1,083
1754
$10K ﹤0.01%
300
1755
$10K ﹤0.01%
+400
1756
$10K ﹤0.01%
192
-82
1757
$10K ﹤0.01%
480
1758
$10K ﹤0.01%
90
1759
$10K ﹤0.01%
460
1760
$10K ﹤0.01%
608
1761
$10K ﹤0.01%
340
1762
$10K ﹤0.01%
225
-4,000
1763
$10K ﹤0.01%
160
1764
$10K ﹤0.01%
270
1765
$10K ﹤0.01%
280
1766
$10K ﹤0.01%
210
1767
$9K ﹤0.01%
210
1768
$9K ﹤0.01%
850
-62,600
1769
$9K ﹤0.01%
620
1770
$9K ﹤0.01%
210
1771
$9K ﹤0.01%
490
1772
$9K ﹤0.01%
250
1773
$9K ﹤0.01%
250
1774
$9K ﹤0.01%
490
1775
$9K ﹤0.01%
1,260
69 70
71
72 73