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
$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 15.22%
3 Healthcare 13.39%
4 Industrials 10.79%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-500
1927
– –
-399,877
1928
– –
-300
1929
– –
-483
1930
– –
-26,000
1931
– –
-300
1932
– –
-300
1933
– –
-700
1934
– –
-8,230
1935
– –
-133,423
1936
– –
-19,796
1937
– –
-1,100
1938
– –
-11,600
1939
– –
-22,950
1940
– –
-7,000
1941
– –
-6,300
1942
– –
-4,500
1943
– –
-2,000
1944
– –
-1,000
1945
– –
-6,500
1946
– –
-850
1947
– –
-49,700
1948
– –
-900
1949
– –
-91,448
1950
– –
0
75 76 77
78
79