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
26
$85.4K 0.54%
1,636,680
-12,660
27
$80.1K 0.51%
321,757
-4,948
28
$80K 0.51%
423,102
-182,128
29
$77.1K 0.49%
1,380,355
-237,348
30
$73.8K 0.47%
3,227,130
-119,268
31
$73.6K 0.47%
633,964
-75
32
$73.2K 0.46%
332,057
+26,439
33
$73K 0.46%
2,016,274
-161,600
34
$73K 0.46%
720,656
+287,855
35
$72K 0.46%
1,026,347
-148,488
36
$69K 0.44%
1,186,097
-120,940
37
$68.7K 0.44%
933,667
-108,137
38
$68.6K 0.44%
1,066,493
39
$66.8K 0.42%
146,428
-5,756
40
$66.8K 0.42%
630,291
-14,007
41
$66.7K 0.42%
357,157
-75,533
42
$66.3K 0.42%
1,464,072
-95,304
43
$66.2K 0.42%
1,255,860
-4,500
44
$64.9K 0.41%
619,242
+11,916
45
$64.2K 0.41%
372,869
+43,911
46
$64.2K 0.41%
286,304
-22,920
47
$63.9K 0.41%
480,783
+3,722
48
$63.3K 0.4%
229,279
+9,344
49
$62.9K 0.4%
444,928
-20,072
50
$61.1K 0.39%
281,644
+6,122
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