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
2176
$13 ﹤0.01%
190
2177
$13 ﹤0.01%
+500
2178
$13 ﹤0.01%
150
2179
$13 ﹤0.01%
53
2180
$13 ﹤0.01%
500
2181
$13 ﹤0.01%
700
2182
$12 ﹤0.01%
900
-2,930
2183
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250
2184
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2185
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30
-97
2186
$12 ﹤0.01%
450
2187
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1,100
2189
$12 ﹤0.01%
440
2190
$12 ﹤0.01%
650
2191
$12 ﹤0.01%
300
-1,450
2192
$11 ﹤0.01%
390
2193
$11 ﹤0.01%
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$11 ﹤0.01%
1,100
+300
2195
$11 ﹤0.01%
700
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$11 ﹤0.01%
850
2197
$11 ﹤0.01%
500
2198
$11 ﹤0.01%
110
+100
2199
$11 ﹤0.01%
770
2200
$11 ﹤0.01%
2,750
86 87
88
89 90