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
176
$13.5M 0.13%
56,839
+6,834
177
$13.4M 0.13%
213,116
+1,700
178
$13.3M 0.13%
188,765
-8,033
179
$13.2M 0.12%
114,014
-11,151
180
$13M 0.12%
159,825
+57,755
181
$13M 0.12%
85,224
+4,650
182
$12.9M 0.12%
75,447
-11,452
183
$12.8M 0.12%
243,520
-21,196
184
$12.8M 0.12%
76,170
+4,801
185
$12.6M 0.12%
93,688
-6,305
186
$12.5M 0.12%
324,019
-2,570
187
$12.5M 0.12%
124,385
188
$12.5M 0.12%
181,420
-7,689
189
$12.4M 0.12%
244,637
+1,798
190
$12.4M 0.12%
+250,672
191
$12.4M 0.12%
371,748
-13,300
192
$12.3M 0.12%
152,202
+19,401
193
$12M 0.11%
70,791
-7,000
194
$12M 0.11%
202,524
195
$11.9M 0.11%
249,786
-13,350
196
$11.6M 0.11%
98,685
-1,050
197
$11.5M 0.11%
172,727
+9,361
198
$11.5M 0.11%
411,706
+9,698
199
$11.4M 0.11%
96,992
-2,608
200
$11.4M 0.11%
60,600
+300
6 7
8
9 10