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
651
$2.49K 0.02%
158,425
-129,708
652
$2.49K 0.02%
100,811
+6,000
653
$2.47K 0.02%
35,180
654
$2.45K 0.02%
57,728
-5,700
655
$2.45K 0.02%
35,798
656
$2.44K 0.02%
131,468
-20,000
657
$2.44K 0.02%
25,532
-400
658
$2.44K 0.02%
41,013
-4,445
659
$2.44K 0.02%
8,400
+3,000
660
$2.43K 0.02%
36,104
+1,534
661
$2.42K 0.02%
135,315
+12,100
662
$2.42K 0.02%
84,010
663
$2.41K 0.02%
62,900
664
$2.4K 0.02%
7,700
-8,122
665
$2.4K 0.02%
53,986
666
$2.35K 0.01%
14,230
667
$2.33K 0.01%
199,438
+86,112
668
$2.33K 0.01%
46,635
-124
669
$2.31K 0.01%
11,250
670
$2.31K 0.01%
30,110
-2,700
671
$2.31K 0.01%
86,250
-85,646
672
$2.31K 0.01%
45,420
-32,346
673
$2.29K 0.01%
28,160
-8,200
674
$2.29K 0.01%
58,945
-500
675
$2.28K 0.01%
21,638
25 26
27
28 29