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
51
$60.7K 0.39%
158,446
+10,572
52
$58.6K 0.37%
541,841
-14,040
53
$58.2K 0.37%
306,099
-37,295
54
$57.2K 0.36%
431,629
+25,899
55
$55.9K 0.35%
473,096
-14,340
56
$55K 0.35%
755,918
-57,779
57
$52.9K 0.34%
1,141,250
-293,480
58
$51.9K 0.33%
76,343
-23,958
59
$50.6K 0.32%
143,598
-13,350
60
$49.5K 0.31%
248,074
-130,814
61
$48.2K 0.31%
360,712
-9,984
62
$47.9K 0.3%
188,024
-101,244
63
$47.3K 0.3%
131,782
+20,797
64
$47.1K 0.3%
430,601
-7,803
65
$46.8K 0.3%
603,140
+10,398
66
$46.7K 0.3%
1,453,377
+154,851
67
$46K 0.29%
1,176,133
-18,394
68
$44.8K 0.28%
159,917
-20,115
69
$44.8K 0.28%
226,102
+17,521
70
$44.6K 0.28%
277,128
+19,282
71
$43.9K 0.28%
117,281
-6,410
72
$43.9K 0.28%
207,059
-47,640
73
$43.5K 0.28%
276,353
-123,551
74
$43.2K 0.27%
18,549
-1,267
75
$43K 0.27%
303,837
-88,963
1 2
3
4 5