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
626
$2.8K 0.02%
35,407
627
$2.8K 0.02%
31,200
628
$2.8K 0.02%
53,747
-300
629
$2.79K 0.02%
36,205
-2,706
630
$2.78K 0.02%
38,600
+425
631
$2.75K 0.02%
62,225
-5,000
632
$2.75K 0.02%
15,880
-1,100
633
$2.73K 0.02%
25,327
-23,865
634
$2.73K 0.02%
70,700
-36,000
635
$2.71K 0.02%
94,314
+7,322
636
$2.7K 0.02%
47,555
637
$2.68K 0.02%
25,470
-4,755
638
$2.66K 0.02%
85,823
-6,228
639
$2.64K 0.02%
55,169
-1,550
640
$2.63K 0.02%
56,524
+6,000
641
$2.62K 0.02%
48,488
642
$2.61K 0.02%
31,135
643
$2.6K 0.02%
58,075
+240
644
$2.6K 0.02%
153,476
645
$2.59K 0.02%
16,766
-734
646
$2.58K 0.02%
53,184
-2,600
647
$2.56K 0.02%
26,900
648
$2.56K 0.02%
80,492
-3,566
649
$2.51K 0.02%
14,210
650
$2.51K 0.02%
153,200
-118,400
24 25
26
27 28