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
$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 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$6K ﹤0.01%
210
1877
$6K ﹤0.01%
240
1878
$6K ﹤0.01%
350
1879
$6K ﹤0.01%
275
1880
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1881
$6K ﹤0.01%
100
-1,950
1882
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1,300
1883
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5,000
+3,055
1884
$6K ﹤0.01%
1,200
1885
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1886
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1887
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1,600
1888
$5K ﹤0.01%
9
1889
$5K ﹤0.01%
530
1890
$5K ﹤0.01%
275
1891
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210
1892
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75
1893
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1894
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970
1895
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1896
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760
1897
$5K ﹤0.01%
125
+4
1898
$5K ﹤0.01%
300
-3,400
1899
$5K ﹤0.01%
270
1900
$5K ﹤0.01%
450