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
376
$6.49K 0.04%
108,218
-11,900
377
$6.45K 0.04%
80,712
-6,600
378
$6.42K 0.04%
30,785
379
$6.41K 0.04%
144,577
+69,692
380
$6.4K 0.04%
24,107
-7,699
381
$6.38K 0.04%
250,714
-2,400
382
$6.35K 0.04%
10,800
-1,000
383
$6.33K 0.04%
62,364
-3,388
384
$6.23K 0.04%
31,323
-30,310
385
$6.19K 0.04%
154,664
+6,800
386
$6.19K 0.04%
286,658
+109,111
387
$6.18K 0.04%
102,670
-302,054
388
$6.18K 0.04%
65,764
-2,304
389
$6.15K 0.04%
79,015
390
$6.13K 0.04%
43,146
+42,246
391
$6.11K 0.04%
499,080
-10,140
392
$6.1K 0.04%
110,820
393
$6.1K 0.04%
95,117
+8,270
394
$6.08K 0.04%
35,329
395
$6.07K 0.04%
70,930
-33,210
396
$6.06K 0.04%
91,070
+2,750
397
$6.05K 0.04%
142,693
-7,168
398
$6.05K 0.04%
181,372
-8,425
399
$6.05K 0.04%
15,243
+14,368
400
$6.03K 0.04%
86,167
-1,775
14 15
16
17 18