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
1851
$2K ﹤0.01%
420
-380
1852
$2K ﹤0.01%
150
1853
$2K ﹤0.01%
75
-1,325
1854
$2K ﹤0.01%
200
-4,500
1855
$2K ﹤0.01%
50
-50
1856
$2K ﹤0.01%
160
-140
1857
$2K ﹤0.01%
440
-360
1858
$2K ﹤0.01%
100
-1,900
1859
$2K ﹤0.01%
105
1860
$2K ﹤0.01%
800
-700
1861
$2K ﹤0.01%
50
-50
1862
$1K ﹤0.01%
20
1863
$1K ﹤0.01%
100
1864
$1K ﹤0.01%
110
-8,290
1865
$1K ﹤0.01%
7
1866
$1K ﹤0.01%
160
1867
– –
-4,150
1868
– –
-200
1869
– –
-3,000
1870
– –
-500
1871
– –
-2,600
1872
– –
-1,178
1873
– –
-1,000
1874
– –
-400
1875
– –
-5,000
73 74
75
76 77