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
676
$2.28K 0.01%
51,050
+8,200
677
$2.24K 0.01%
49,825
+7,462
678
$2.24K 0.01%
53,860
-1,920
679
$2.23K 0.01%
160,010
+66,255
680
$2.22K 0.01%
27,700
+4,200
681
$2.21K 0.01%
37,760
+3,600
682
$2.2K 0.01%
28,439
-1,467
683
$2.19K 0.01%
7,076
+100
684
$2.18K 0.01%
53,300
-6,000
685
$2.17K 0.01%
115,830
+5,800
686
$2.17K 0.01%
72,920
+13,800
687
$2.17K 0.01%
38,706
-2,449
688
$2.16K 0.01%
23,500
-1,897
689
$2.14K 0.01%
123,685
-1,210
690
$2.13K 0.01%
43,450
-4,400
691
$2.13K 0.01%
23,095
-3,600
692
$2.12K 0.01%
+1,443
693
$2.11K 0.01%
61,373
-25,200
694
$2.09K 0.01%
32,141
-378
695
$2.09K 0.01%
87,770
696
$2.09K 0.01%
7,780
-3,050
697
$2.08K 0.01%
29,741
-1,002
698
$2.08K 0.01%
31,698
699
$2.08K 0.01%
27,800
700
$2.07K 0.01%
32,740
26 27
28
29 30