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
226
$13.2K 0.08%
50,155
-4,120
227
$13.2K 0.08%
99,534
-10
228
$13K 0.08%
127,919
-15,170
229
$13K 0.08%
455,750
230
$12.9K 0.08%
138,551
231
$12.8K 0.08%
476,613
-66,329
232
$12.7K 0.08%
133,877
-7,520
233
$12.7K 0.08%
95,752
-3,263
234
$12.6K 0.08%
131,440
235
$12.6K 0.08%
82,218
+33,853
236
$12.5K 0.08%
199,100
237
$12.5K 0.08%
196,660
-3,000
238
$12.4K 0.08%
321,463
-141,287
239
$12.4K 0.08%
37,595
-6,600
240
$12.3K 0.08%
137,490
-12,000
241
$12.3K 0.08%
135,054
-8,355
242
$12.3K 0.08%
50,183
-5,950
243
$12K 0.08%
38,160
-200
244
$12K 0.08%
210,542
+40,600
245
$11.9K 0.08%
100,835
-6,700
246
$11.8K 0.07%
432,213
-686,081
247
$11.7K 0.07%
567,172
-252,414
248
$11.6K 0.07%
74,419
-30
249
$11.4K 0.07%
82,845
-4,100
250
$11.3K 0.07%
49,773
-5,502
8 9
10
11 12