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
201
$9.25M 0.11%
113,466
-19,026
202
$9.16M 0.11%
97,286
-14,081
203
$9.14M 0.11%
81,583
-2,005
204
$9.12M 0.11%
117,515
+17,670
205
$9.11M 0.11%
76,744
-13,177
206
$9.04M 0.11%
174,245
+532
207
$9M 0.11%
111,501
-150
208
$8.91M 0.11%
694,010
+82,510
209
$8.79M 0.1%
42,595
-5
210
$8.75M 0.1%
190,014
-1,935
211
$8.59M 0.1%
123,852
-12,872
212
$8.58M 0.1%
89,880
-16,800
213
$8.56M 0.1%
225,517
-230
214
$8.56M 0.1%
186,164
-38,801
215
$8.45M 0.1%
215,660
+6,580
216
$8.43M 0.1%
147,719
-28,300
217
$8.42M 0.1%
98,910
+5,418
218
$8.41M 0.1%
94,499
+5,330
219
$8.37M 0.1%
130,900
-545
220
$8.36M 0.1%
69,390
-1,000
221
$8.36M 0.1%
64,432
-3,600
222
$8.3M 0.1%
742,786
-44,321
223
$8.24M 0.1%
92,086
-640
224
$8.24M 0.1%
120,100
-200
225
$8.22M 0.1%
203,687
-845
7 8
9
10 11