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
1451
$221 ﹤0.01%
8,685
1452
$220 ﹤0.01%
2,937
1453
$219 ﹤0.01%
8,000
1454
$218 ﹤0.01%
2,710
1455
$218 ﹤0.01%
2,700
-300
1456
$217 ﹤0.01%
1,050
1457
$217 ﹤0.01%
6,400
-500
1458
$217 ﹤0.01%
4,000
1459
$217 ﹤0.01%
4,550
1460
$216 ﹤0.01%
9,700
1461
$215 ﹤0.01%
8,950
1462
$214 ﹤0.01%
950
1463
$214 ﹤0.01%
2,750
1464
$212 ﹤0.01%
10,400
+3,000
1465
$212 ﹤0.01%
2,300
1466
$211 ﹤0.01%
1,950
1467
$211 ﹤0.01%
10,200
1468
$210 ﹤0.01%
1,165
1469
$210 ﹤0.01%
12,434
1470
$209 ﹤0.01%
1,800
1471
$209 ﹤0.01%
9,100
1472
$208 ﹤0.01%
11,346
1473
$208 ﹤0.01%
16,100
1474
$207 ﹤0.01%
3,045
1475
$205 ﹤0.01%
119,272
-7,397
57 58
59
60 61