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
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.1K 0.03%
39,353
-345
502
$4.09K 0.03%
110,795
+59,795
503
$4.07K 0.03%
22,584
+7,300
504
$4.06K 0.03%
45,710
-3,200
505
$4.05K 0.03%
20,000
+15,400
506
$4.01K 0.03%
52,845
507
$3.98K 0.03%
29,790
-150
508
$3.96K 0.03%
12,580
-100
509
$3.96K 0.03%
37,750
+300
510
$3.95K 0.03%
96,802
511
$3.9K 0.02%
103,179
+99,269
512
$3.9K 0.02%
131,621
+11,300
513
$3.89K 0.02%
28,039
+11,100
514
$3.88K 0.02%
42,151
+28,100
515
$3.87K 0.02%
64,645
-48,464
516
$3.86K 0.02%
125,640
-3,829
517
$3.85K 0.02%
20,975
518
$3.85K 0.02%
33,280
-700
519
$3.84K 0.02%
27,035
-1,300
520
$3.84K 0.02%
23,250
-1,300
521
$3.81K 0.02%
21,064
-603
522
$3.78K 0.02%
25,126
-20,761
523
$3.78K 0.02%
141,959
-111,793
524
$3.78K 0.02%
15,900
-600
525
$3.78K 0.02%
63,450
-460,263
19 20
21
22 23