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
1876
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1877
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-500
1878
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-399,877
1879
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1880
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-483
1881
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-26,000
1882
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-300
1883
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-300
1884
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-700
1885
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-8,230
1886
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-133,423
1887
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-19,796
1888
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-1,100
1889
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-11,600
1890
– –
-22,950
1891
– –
-7,000
1892
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-6,300
1893
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-4,500
1894
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-2,000
1895
– –
-1,000
1896
– –
-850
1897
– –
-49,700
1898
– –
-900
1899
– –
-91,448
1900
– –
0
74 75
76
77 78