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
726
$1.93K 0.01%
19,935
+135
727
$1.91K 0.01%
33,005
-2,453
728
$1.9K 0.01%
107,674
-5,556
729
$1.9K 0.01%
45,854
730
$1.89K 0.01%
43,775
-100
731
$1.88K 0.01%
14,245
-900
732
$1.88K 0.01%
12,550
-56,820
733
$1.88K 0.01%
77,800
+5,700
734
$1.87K 0.01%
31,655
-1,600
735
$1.85K 0.01%
18,273
+200
736
$1.85K 0.01%
7,010
737
$1.85K 0.01%
26,800
-67,270
738
$1.84K 0.01%
20,200
739
$1.83K 0.01%
12,285
-3,000
740
$1.82K 0.01%
20,210
+1,300
741
$1.8K 0.01%
33,100
-16,100
742
$1.8K 0.01%
25,976
-2,445
743
$1.79K 0.01%
+17,565
744
$1.79K 0.01%
47,220
-1,100
745
$1.79K 0.01%
7,650
746
$1.78K 0.01%
18,570
+300
747
$1.78K 0.01%
148,326
748
$1.78K 0.01%
18,525
749
$1.78K 0.01%
63,886
+1,557
750
$1.77K 0.01%
12,440
28 29
30
31 32