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
301
$8.4K 0.05%
94,292
-3,900
302
$8.39K 0.05%
184,877
-17,901
303
$8.39K 0.05%
296,952
-14,245
304
$8.36K 0.05%
253,820
+100,181
305
$8.35K 0.05%
45,495
-1,000
306
$8.29K 0.05%
111,593
-11,052
307
$8.15K 0.05%
151,902
+113,502
308
$8.1K 0.05%
88,600
-1,100
309
$8.09K 0.05%
164,595
-21,330
310
$8.08K 0.05%
109,004
+32,943
311
$8.07K 0.05%
212,369
-125,500
312
$8.05K 0.05%
57,375
+293
313
$7.96K 0.05%
16,125
-783
314
$7.88K 0.05%
73,110
+8,970
315
$7.87K 0.05%
103,646
-2,150
316
$7.86K 0.05%
466,598
-45,807
317
$7.83K 0.05%
177,668
-4,637
318
$7.82K 0.05%
211,184
-20,984
319
$7.78K 0.05%
51,845
-3,871
320
$7.75K 0.05%
55,475
+39,075
321
$7.74K 0.05%
108,091
-4,000
322
$7.73K 0.05%
157,400
323
$7.68K 0.05%
94,000
324
$7.61K 0.05%
114,850
-400
325
$7.58K 0.05%
105,910
11 12
13
14 15