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
551
$3.51K 0.02%
57,400
-500
552
$3.49K 0.02%
111,212
-4,682
553
$3.48K 0.02%
26,433
+16,200
554
$3.47K 0.02%
19,158
+11,483
555
$3.44K 0.02%
25,000
-1,900
556
$3.42K 0.02%
18,420
-800
557
$3.41K 0.02%
126,670
-3,443
558
$3.4K 0.02%
16,125
+11,700
559
$3.39K 0.02%
80,090
+13,800
560
$3.37K 0.02%
156,065
-87,900
561
$3.37K 0.02%
54,160
-10,800
562
$3.37K 0.02%
45,550
-23,050
563
$3.36K 0.02%
121,789
-12,232
564
$3.35K 0.02%
26,485
+600
565
$3.33K 0.02%
18,174
566
$3.33K 0.02%
18,212
567
$3.32K 0.02%
124,673
+6,000
568
$3.31K 0.02%
20,958
-1,300
569
$3.3K 0.02%
700
-460
570
$3.28K 0.02%
86,270
571
$3.27K 0.02%
92,618
-3,965
572
$3.27K 0.02%
290,525
+6,205
573
$3.27K 0.02%
13,400
574
$3.27K 0.02%
+33,069
575
$3.26K 0.02%
56,020
-20
21 22
23
24 25