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
776
$1.63K 0.01%
29,313
-2,557
777
$1.62K 0.01%
71,675
+3,000
778
$1.62K 0.01%
24,270
-4,100
779
$1.59K 0.01%
45,726
+9,100
780
$1.58K 0.01%
27,970
-7,900
781
$1.58K 0.01%
134,351
-9,300
782
$1.58K 0.01%
54,750
783
$1.58K 0.01%
150,812
-8,300
784
$1.57K 0.01%
9,710
+7,500
785
$1.57K 0.01%
6,000
786
$1.57K 0.01%
72,000
-18,200
787
$1.57K 0.01%
25,600
+25,150
788
$1.56K 0.01%
20,630
+300
789
$1.56K 0.01%
42,125
790
$1.55K 0.01%
8,250
791
$1.55K 0.01%
33,070
+29,500
792
$1.55K 0.01%
17,323
-1,917
793
$1.55K 0.01%
7,018
+4,868
794
$1.55K 0.01%
35,780
-9,000
795
$1.54K 0.01%
12,150
-800
796
$1.54K 0.01%
24,525
797
$1.54K 0.01%
30,570
798
$1.53K 0.01%
52,533
799
$1.53K 0.01%
16,680
-3,600
800
$1.52K 0.01%
38,165
+2,000
30 31
32
33 34