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
351
$6.83K 0.04%
121,836
+28,831
352
$6.83K 0.04%
52,162
-12,900
353
$6.82K 0.04%
96,370
-88,523
354
$6.81K 0.04%
16,393
-1,200
355
$6.81K 0.04%
156,730
-3,720
356
$6.81K 0.04%
122,780
357
$6.77K 0.04%
202,031
-20,909
358
$6.77K 0.04%
45,140
-19,200
359
$6.76K 0.04%
75,880
+40
360
$6.75K 0.04%
119,015
-4,538
361
$6.74K 0.04%
123,600
362
$6.73K 0.04%
20,940
+17,825
363
$6.72K 0.04%
139,205
364
$6.7K 0.04%
50,798
+14,353
365
$6.67K 0.04%
64,729
-1,620
366
$6.62K 0.04%
103,984
-8,028
367
$6.6K 0.04%
97,598
-3,891
368
$6.59K 0.04%
19,355
-4,500
369
$6.59K 0.04%
130,699
-17,541
370
$6.59K 0.04%
142,610
+54,500
371
$6.54K 0.04%
88,600
-4,700
372
$6.54K 0.04%
94,303
-2,636
373
$6.54K 0.04%
68,440
-400
374
$6.51K 0.04%
109,995
-4,100
375
$6.5K 0.04%
158,390
-9,016
13 14
15
16 17