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
1926
– –
-500
1927
– –
-6,500
1928
– –
-300
1929
– –
-1,400
1930
– –
-15,000
1931
– –
-2,800
1932
– –
-290
1933
– –
-2,060
1934
– –
-500
1935
– –
-1,500
1936
– –
-70,600
1937
– –
-167
1938
– –
-91,889
1939
– –
-91
1940
– –
-33,800
1941
– –
-600
1942
– –
-900
1943
– –
-112,900
1944
– –
-550
1945
– –
-500
1946
– –
-1,700
1947
– –
-2,623
1948
– –
-39,050
1949
– –
-1,000
1950
– –
-2,040
75 76 77
78
79