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
601
$3.02K 0.02%
43,000
602
$3.02K 0.02%
2,505
603
$3.02K 0.02%
39,800
604
$3K 0.02%
21,755
+5,735
605
$3K 0.02%
64,346
-1,645
606
$2.98K 0.02%
24,700
607
$2.96K 0.02%
62,567
-3,000
608
$2.95K 0.02%
113,831
+42,786
609
$2.95K 0.02%
24,390
-18,000
610
$2.95K 0.02%
109,400
+15,000
611
$2.94K 0.02%
93,100
-400
612
$2.93K 0.02%
113,200
-79,800
613
$2.93K 0.02%
12,681
-8,682
614
$2.92K 0.02%
31,522
+5,435
615
$2.92K 0.02%
124,450
-22,900
616
$2.91K 0.02%
75,915
617
$2.88K 0.02%
51,125
-2,200
618
$2.88K 0.02%
142,135
-25,013
619
$2.87K 0.02%
26,700
-62,668
620
$2.85K 0.02%
170,974
-44,116
621
$2.85K 0.02%
30,620
+1,200
622
$2.84K 0.02%
46,650
623
$2.82K 0.02%
186,594
+121,591
624
$2.82K 0.02%
44,242
625
$2.81K 0.02%
86,140
23 24
25
26 27