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
401
$6.02K 0.04%
38,070
-2,900
402
$6.02K 0.04%
31,295
+200
403
$6.02K 0.04%
174,937
-16,561
404
$6K 0.04%
81,573
+37,400
405
$5.96K 0.04%
14,400
-1,300
406
$5.94K 0.04%
+84,506
407
$5.92K 0.04%
174,000
408
$5.9K 0.04%
314,761
-9,545
409
$5.84K 0.04%
56,110
+900
410
$5.83K 0.04%
159,308
-4,010
411
$5.78K 0.04%
161,546
-187,176
412
$5.77K 0.04%
16,710
+300
413
$5.75K 0.04%
87,541
-2,454
414
$5.74K 0.04%
57,803
415
$5.74K 0.04%
27,395
-100
416
$5.67K 0.04%
181,828
+11,917
417
$5.64K 0.04%
49,820
-6,110
418
$5.63K 0.04%
64,502
419
$5.62K 0.04%
145,412
-2,880
420
$5.61K 0.04%
256,871
+26,733
421
$5.51K 0.03%
30,175
+8,650
422
$5.47K 0.03%
163,463
423
$5.43K 0.03%
43,520
-700
424
$5.43K 0.03%
56,150
-600
425
$5.4K 0.03%
105,375
-12,200
15 16
17
18 19