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
101
$30.7K 0.19%
124,653
-44,007
102
$30.5K 0.19%
520,266
-375,214
103
$30.4K 0.19%
72,511
-3,434
104
$30K 0.19%
39,752
-679
105
$30K 0.19%
212,732
-8,278
106
$29.9K 0.19%
263,183
-7,242
107
$29.5K 0.19%
109,855
-3,900
108
$29.1K 0.18%
119,423
-83,280
109
$28.9K 0.18%
545,911
+220,093
110
$28.9K 0.18%
117,035
-133,733
111
$28.6K 0.18%
517,701
-13,775
112
$28.6K 0.18%
203,574
-8,965
113
$27.8K 0.18%
875,377
+78,914
114
$27.7K 0.18%
92,776
-79,507
115
$27.7K 0.18%
232,346
-23,900
116
$27.6K 0.18%
329,794
-7,070
117
$27.5K 0.17%
304,936
+76,329
118
$27K 0.17%
528,522
-416,433
119
$26.8K 0.17%
355,044
-294,354
120
$26.8K 0.17%
94,439
-1,320
121
$26.4K 0.17%
283,883
-53,227
122
$26.1K 0.17%
426,768
-720,106
123
$25.4K 0.16%
322,734
-15,392
124
$25.3K 0.16%
269,999
+2,685
125
$25K 0.16%
548,210
+38,954
3 4
5
6 7