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
276
$9.55K 0.06%
20,194
-1,135
277
$9.54K 0.06%
444,663
+209,038
278
$9.43K 0.06%
186,165
-18,600
279
$9.43K 0.06%
59,368
+33,113
280
$9.37K 0.06%
19,276
+2,648
281
$9.35K 0.06%
128,886
282
$9.33K 0.06%
370,984
+6,000
283
$9.26K 0.06%
115,354
+4,552
284
$9.13K 0.06%
51,727
-129,433
285
$9.1K 0.06%
111,353
286
$9.09K 0.06%
82,200
-3,900
287
$8.98K 0.06%
6,396
-205
288
$8.94K 0.06%
279,351
-14,962
289
$8.91K 0.06%
58,791
+2,100
290
$8.75K 0.06%
28,517
+12,151
291
$8.7K 0.06%
169,885
+13,916
292
$8.68K 0.06%
78,810
+11,107
293
$8.65K 0.05%
39,505
+509
294
$8.65K 0.05%
126,365
-420
295
$8.59K 0.05%
58,815
-10
296
$8.54K 0.05%
50,786
+1,762
297
$8.48K 0.05%
136,479
-274,631
298
$8.48K 0.05%
61,915
-5,200
299
$8.47K 0.05%
73,963
-1,610
300
$8.46K 0.05%
138,494
-5,110
10 11
12
13 14