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
1826
$8K ﹤0.01%
3,500
1827
$8K ﹤0.01%
710
1828
$8K ﹤0.01%
700
1829
$8K ﹤0.01%
180
1830
$8K ﹤0.01%
510
1831
$7K ﹤0.01%
2,700
1832
$7K ﹤0.01%
400
1833
$7K ﹤0.01%
42
+32
1834
$7K ﹤0.01%
666
+440
1835
$7K ﹤0.01%
240
1836
$7K ﹤0.01%
1,200
+500
1837
$7K ﹤0.01%
200
1838
$7K ﹤0.01%
720
1839
$7K ﹤0.01%
300
1840
$7K ﹤0.01%
450
1841
$7K ﹤0.01%
2,018
+913
1842
$7K ﹤0.01%
950
1843
$7K ﹤0.01%
+450
1844
$7K ﹤0.01%
1,359
+639
1845
$7K ﹤0.01%
8
1846
$7K ﹤0.01%
350
1847
$7K ﹤0.01%
50
1848
$7K ﹤0.01%
270
1849
$7K ﹤0.01%
+200
1850
$7K ﹤0.01%
980