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
451
$4.85K 0.03%
37,777
-100
452
$4.83K 0.03%
45,905
+3,000
453
$4.82K 0.03%
33,635
-1,056
454
$4.82K 0.03%
45,570
455
$4.82K 0.03%
19,430
-700
456
$4.81K 0.03%
36,617
+15,574
457
$4.81K 0.03%
44,210
+3,000
458
$4.8K 0.03%
55,798
-860
459
$4.79K 0.03%
74,774
460
$4.75K 0.03%
66,220
-400
461
$4.72K 0.03%
190,802
-12,834
462
$4.71K 0.03%
57,350
-43,380
463
$4.68K 0.03%
109,502
-9,136
464
$4.68K 0.03%
58,700
-100
465
$4.66K 0.03%
10,134
-1,300
466
$4.66K 0.03%
97,545
-7,030
467
$4.66K 0.03%
34,630
-6,155
468
$4.64K 0.03%
184,150
-1,270,987
469
$4.61K 0.03%
119,916
+17,470
470
$4.58K 0.03%
18,450
+11,800
471
$4.58K 0.03%
100,100
472
$4.57K 0.03%
17,050
-4,050
473
$4.54K 0.03%
31,610
474
$4.52K 0.03%
9,085
-1,469
475
$4.51K 0.03%
36,006
-14,150
17 18
19
20 21