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
576
$3.25K 0.02%
14,737
-11,799
577
$3.24K 0.02%
70,852
-4,047
578
$3.22K 0.02%
64,410
-2,200
579
$3.22K 0.02%
74,558
-3,673
580
$3.21K 0.02%
63,780
581
$3.21K 0.02%
79,996
+100
582
$3.21K 0.02%
111,125
-36,300
583
$3.19K 0.02%
69,270
584
$3.19K 0.02%
122,169
585
$3.18K 0.02%
9,984
-8,128
586
$3.17K 0.02%
94,170
-10,300
587
$3.16K 0.02%
79,250
-500
588
$3.16K 0.02%
17,419
-1,250
589
$3.14K 0.02%
15,800
-700
590
$3.14K 0.02%
47,000
+1,200
591
$3.11K 0.02%
14,380
-1,900
592
$3.1K 0.02%
21,460
-4,200
593
$3.1K 0.02%
58,557
-1,787
594
$3.1K 0.02%
13,525
-99,707
595
$3.1K 0.02%
74,174
-1,516
596
$3.09K 0.02%
28,600
-9,300
597
$3.08K 0.02%
87,630
+260
598
$3.08K 0.02%
22,900
599
$3.06K 0.02%
23,650
600
$3.02K 0.02%
36,415
-4,700
22 23
24
25 26