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
1951
$3K ﹤0.01%
255
-19,700
1952
$3K ﹤0.01%
62
1953
$3K ﹤0.01%
400
-29,600
1954
$3K ﹤0.01%
560
1955
$3K ﹤0.01%
1,810
1956
$3K ﹤0.01%
165
1957
$3K ﹤0.01%
430
1958
$3K ﹤0.01%
1,600
1959
$3K ﹤0.01%
200
1960
$3K ﹤0.01%
270
-500
1961
$3K ﹤0.01%
320
1962
$3K ﹤0.01%
340
1963
$3K ﹤0.01%
360
1964
$3K ﹤0.01%
1,850
1965
$3K ﹤0.01%
375
-10,500
1966
$3K ﹤0.01%
675
+165
1967
$3K ﹤0.01%
96
-34
1968
$3K ﹤0.01%
55
1969
$2K ﹤0.01%
+300
1970
$2K ﹤0.01%
378
1971
$2K ﹤0.01%
325
1972
$2K ﹤0.01%
7
1973
$2K ﹤0.01%
54
-63
1974
$2K ﹤0.01%
600
1975
$2K ﹤0.01%
200
77 78
79
80 81