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
326
$7.52K 0.05%
192,340
-36,827
327
$7.45K 0.05%
65,280
-3,100
328
$7.39K 0.05%
41,805
+8,228
329
$7.35K 0.05%
75,003
330
$7.33K 0.05%
137,656
331
$7.31K 0.05%
108,825
332
$7.26K 0.05%
50,650
-1,800
333
$7.25K 0.05%
41,050
-5,840
334
$7.25K 0.05%
138,926
+97,426
335
$7.19K 0.05%
159,329
-74,900
336
$7.17K 0.05%
103,960
-4,900
337
$7.14K 0.05%
79,341
-28,793
338
$7.12K 0.05%
119,315
-107,713
339
$7.11K 0.05%
402,104
+257,421
340
$7.09K 0.05%
36,780
+2,600
341
$7.05K 0.04%
46,940
-2,711
342
$7.04K 0.04%
115,960
-3,000
343
$7.01K 0.04%
46,020
-2,300
344
$7.01K 0.04%
36,782
+21,817
345
$7K 0.04%
104,760
-410
346
$6.96K 0.04%
185,241
-6,020
347
$6.94K 0.04%
87,695
-9,000
348
$6.92K 0.04%
67,080
-3,900
349
$6.88K 0.04%
26,325
-14,442
350
$6.88K 0.04%
34,433
12 13
14
15 16