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
1826
$4K ﹤0.01%
112
1827
$4K ﹤0.01%
110
-112
1828
$4K ﹤0.01%
53
-47
1829
$4K ﹤0.01%
200
-2,300
1830
$4K ﹤0.01%
320
1831
$4K ﹤0.01%
100
-1,000
1832
$4K ﹤0.01%
200
-1,000
1833
$4K ﹤0.01%
4
1834
$4K ﹤0.01%
740
-660
1835
$4K ﹤0.01%
210
-190
1836
$4K ﹤0.01%
300
-1,700
1837
$4K ﹤0.01%
161
1838
$3K ﹤0.01%
100
-1,200
1839
$3K ﹤0.01%
190
-160
1840
$3K ﹤0.01%
100
-1,300
1841
$3K ﹤0.01%
64
-56
1842
$3K ﹤0.01%
61
1843
$3K ﹤0.01%
210
-190
1844
$3K ﹤0.01%
160
-140
1845
$3K ﹤0.01%
50
-450
1846
$3K ﹤0.01%
320
-280
1847
$3K ﹤0.01%
200
-2,100
1848
$2K ﹤0.01%
90
-1,077
1849
$2K ﹤0.01%
420
-380
1850
$2K ﹤0.01%
150
72 73
74
75 76