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
1901
$5K ﹤0.01%
820
1902
$5K ﹤0.01%
270
1903
$5K ﹤0.01%
570
1904
$5K ﹤0.01%
700
1905
$5K ﹤0.01%
330
1906
$5K ﹤0.01%
336
+60
1907
$5K ﹤0.01%
200
1908
$5K ﹤0.01%
+56
1909
$5K ﹤0.01%
1,120
1910
$5K ﹤0.01%
310
1911
$5K ﹤0.01%
220
1912
$5K ﹤0.01%
390
1913
$5K ﹤0.01%
4,100
1914
$5K ﹤0.01%
240
1915
$5K ﹤0.01%
1,980
1916
$5K ﹤0.01%
550
-1,200
1917
$5K ﹤0.01%
+200
1918
$4K ﹤0.01%
570
1919
$4K ﹤0.01%
100
1920
$4K ﹤0.01%
930
-10,000
1921
$4K ﹤0.01%
457
1922
$4K ﹤0.01%
100
1923
$4K ﹤0.01%
2,190
1924
$4K ﹤0.01%
250
1925
$4K ﹤0.01%
250
75 76
77
78 79