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
251
$11.3K 0.07%
111,135
-8,112
252
$11.3K 0.07%
112,575
-500
253
$11.2K 0.07%
87,535
-575
254
$11.2K 0.07%
114,225
-3,500
255
$11.1K 0.07%
263,257
+81
256
$10.9K 0.07%
53,998
-3,700
257
$10.8K 0.07%
94,388
-25,692
258
$10.8K 0.07%
340,570
-16,567
259
$10.8K 0.07%
122,812
+72,037
260
$10.8K 0.07%
25,445
-60
261
$10.8K 0.07%
83,620
262
$10.8K 0.07%
187,277
-53,000
263
$10.7K 0.07%
243,824
-12,383
264
$10.6K 0.07%
83,215
265
$10.6K 0.07%
253,446
-66,031
266
$10.6K 0.07%
19,509
-17,800
267
$10.5K 0.07%
50,230
-400
268
$10.5K 0.07%
443,436
-658,183
269
$10.4K 0.07%
87,400
-400
270
$9.99K 0.06%
634,644
-5,100
271
$9.83K 0.06%
89,464
-2,600
272
$9.8K 0.06%
24,456
+6,859
273
$9.78K 0.06%
302,350
-4,500
274
$9.72K 0.06%
456,588
-6,299
275
$9.67K 0.06%
160,393
-16,750
9 10
11
12 13