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
701
$2.07K 0.01%
+176,500
702
$2.06K 0.01%
27,500
703
$2.06K 0.01%
96,709
+3,200
704
$2.05K 0.01%
192,600
-28,900
705
$2.05K 0.01%
16,845
-78,229
706
$2.05K 0.01%
3,274
-700
707
$2.05K 0.01%
25,230
-900
708
$2.05K 0.01%
8,300
-200
709
$2.05K 0.01%
16,288
-1,800
710
$2.04K 0.01%
84,074
-5,065
711
$2.03K 0.01%
44,343
-2,100
712
$2.02K 0.01%
113,058
+58,842
713
$2.01K 0.01%
27,675
714
$2K 0.01%
196,275
+3,935
715
$1.99K 0.01%
14,780
716
$1.99K 0.01%
32,037
-2,210
717
$1.98K 0.01%
73,033
-4,092
718
$1.98K 0.01%
179,637
-6,212
719
$1.98K 0.01%
16,069
720
$1.97K 0.01%
40,310
-800
721
$1.97K 0.01%
61,900
722
$1.96K 0.01%
147,020
+17,950
723
$1.95K 0.01%
26,495
-8,700
724
$1.94K 0.01%
41,835
725
$1.93K 0.01%
22,094
+581
27 28
29
30 31