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
826
$1.42K 0.01%
20,600
+4,600
827
$1.41K 0.01%
109,328
-694,112
828
$1.41K 0.01%
40,950
-4,600
829
$1.4K 0.01%
30,755
-700
830
$1.4K 0.01%
17,930
831
$1.4K 0.01%
15,045
832
$1.4K 0.01%
6,620
-200
833
$1.4K 0.01%
111,989
-8,351
834
$1.4K 0.01%
9,725
+120
835
$1.39K 0.01%
61,720
+10,300
836
$1.39K 0.01%
47,983
-1,000
837
$1.39K 0.01%
71,149
-1,574
838
$1.38K 0.01%
60,120
-1,000
839
$1.38K 0.01%
89,066
-6,408
840
$1.37K 0.01%
35,600
+300
841
$1.37K 0.01%
37,807
-600
842
$1.37K 0.01%
27,000
-34,500
843
$1.36K 0.01%
60,250
844
$1.36K 0.01%
13,500
-5,200
845
$1.35K 0.01%
45,997
846
$1.35K 0.01%
115,555
-14,025
847
$1.34K 0.01%
11,950
-19,525
848
$1.34K 0.01%
105,500
-2,700
849
$1.33K 0.01%
15,000
850
$1.32K 0.01%
146,600
-2,200
32 33
34
35 36