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
426
$5.4K 0.03%
26,766
+11,128
427
$5.38K 0.03%
86,360
-22,513
428
$5.33K 0.03%
25,450
-400
429
$5.31K 0.03%
23,500
-1,500
430
$5.29K 0.03%
67,779
+11,923
431
$5.28K 0.03%
71,010
-54,015
432
$5.26K 0.03%
31,712
-10,583
433
$5.25K 0.03%
91,251
-315,044
434
$5.25K 0.03%
186,439
435
$5.15K 0.03%
144,410
-8,800
436
$5.15K 0.03%
2,816
+214
437
$5.13K 0.03%
13,961
-6,714
438
$5.1K 0.03%
51,580
-760
439
$5.09K 0.03%
364,369
-16,033
440
$5.08K 0.03%
62,493
+703
441
$5.06K 0.03%
36,857
442
$5.04K 0.03%
28,175
-1,000
443
$5.03K 0.03%
56,028
-2,160
444
$5K 0.03%
468,650
-265,900
445
$4.99K 0.03%
57,614
-210,855
446
$4.97K 0.03%
296,431
-17,274
447
$4.96K 0.03%
140,050
-124,430
448
$4.95K 0.03%
60,469
-17,166
449
$4.92K 0.03%
75,496
-1,800
450
$4.9K 0.03%
93,374
-45,102
16 17
18
19 20