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
1551
$159 ﹤0.01%
2,340
1552
$159 ﹤0.01%
18,100
-18,900
1553
$158 ﹤0.01%
6,580
1554
$157 ﹤0.01%
5,000
1555
$157 ﹤0.01%
9,000
-1,100
1556
$157 ﹤0.01%
2,100
1557
$157 ﹤0.01%
3,790
1558
$157 ﹤0.01%
12,810
1559
$157 ﹤0.01%
4,100
1560
$157 ﹤0.01%
615
-400
1561
$155 ﹤0.01%
1,500
1562
$154 ﹤0.01%
380
-684
1563
$154 ﹤0.01%
+7,700
1564
$154 ﹤0.01%
2,200
1565
$154 ﹤0.01%
6,898
1566
$153 ﹤0.01%
3,900
1567
$153 ﹤0.01%
3,700
1568
$152 ﹤0.01%
5,430
-10,600
1569
$152 ﹤0.01%
3,200
-4,000
1570
$152 ﹤0.01%
9,650
1571
$152 ﹤0.01%
6,350
1572
$151 ﹤0.01%
8,100
1573
$151 ﹤0.01%
24,116
1574
$150 ﹤0.01%
1,400
1575
$149 ﹤0.01%
1,075
-750
61 62
63
64 65