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
1801
$5K ﹤0.01%
50
-50
1802
$5K ﹤0.01%
110
-90
1803
$5K ﹤0.01%
160
-140
1804
$5K ﹤0.01%
480
-420
1805
$5K ﹤0.01%
300
-1,500
1806
$5K ﹤0.01%
200
-1,000
1807
$5K ﹤0.01%
530
-470
1808
$5K ﹤0.01%
100
-700
1809
$5K ﹤0.01%
6
-6
1810
$5K ﹤0.01%
400
-1,800
1811
$5K ﹤0.01%
200
-1,600
1812
$5K ﹤0.01%
200
-1,600
1813
$5K ﹤0.01%
300
-1,500
1814
$5K ﹤0.01%
210
-190
1815
$5K ﹤0.01%
210
-190
1816
$5K ﹤0.01%
580
-520
1817
$5K ﹤0.01%
400
-1,800
1818
$5K ﹤0.01%
160
-140
1819
$4K ﹤0.01%
720
1820
$4K ﹤0.01%
210
-190
1821
$4K ﹤0.01%
480
-420
1822
$4K ﹤0.01%
400
-2,600
1823
$4K ﹤0.01%
110
-90
1824
$4K ﹤0.01%
100
-100
1825
$4K ﹤0.01%
110
-90
71 72
73
74 75