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
$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 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.81%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$9K ﹤0.01%
850
1802
$9K ﹤0.01%
1,016
+461
1803
$8K ﹤0.01%
831
1804
$8K ﹤0.01%
+34
1805
$8K ﹤0.01%
530
1806
$8K ﹤0.01%
300
1807
$8K ﹤0.01%
1,130
1808
$8K ﹤0.01%
90
1809
$8K ﹤0.01%
550
1810
$8K ﹤0.01%
260
1811
$8K ﹤0.01%
560
1812
$8K ﹤0.01%
1,212
+552
1813
$8K ﹤0.01%
200
-1,200
1814
$8K ﹤0.01%
100
1815
$8K ﹤0.01%
650
1816
$8K ﹤0.01%
450
1817
$8K ﹤0.01%
255
1818
$8K ﹤0.01%
5,300
1819
$8K ﹤0.01%
117
1820
$8K ﹤0.01%
380
1821
$8K ﹤0.01%
290
1822
$8K ﹤0.01%
270
1823
$8K ﹤0.01%
699
1824
$8K ﹤0.01%
100
1825
$8K ﹤0.01%
210