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
751
$1.77K 0.01%
3,099
752
$1.76K 0.01%
18,862
753
$1.75K 0.01%
35,190
-24,600
754
$1.74K 0.01%
48,138
755
$1.73K 0.01%
66,125
756
$1.73K 0.01%
39,100
757
$1.72K 0.01%
9,415
-2,400
758
$1.72K 0.01%
8,533
-6,371
759
$1.72K 0.01%
34,130
-4,000
760
$1.71K 0.01%
24,000
-1,450
761
$1.71K 0.01%
21,460
-2,600
762
$1.71K 0.01%
7,635
-500
763
$1.71K 0.01%
95,270
-13,000
764
$1.7K 0.01%
23,527
-5,937
765
$1.7K 0.01%
13,870
+300
766
$1.66K 0.01%
+26,000
767
$1.66K 0.01%
113,893
-5,961
768
$1.66K 0.01%
27,194
+13,500
769
$1.66K 0.01%
7,830
-1,200
770
$1.66K 0.01%
36,490
-200
771
$1.64K 0.01%
47,835
-1,500
772
$1.64K 0.01%
75,360
-6,000
773
$1.64K 0.01%
119,050
-36,341
774
$1.64K 0.01%
17,500
-15,900
775
$1.63K 0.01%
17,675
+450
29 30
31
32 33