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
801
$1.52K 0.01%
23,000
802
$1.51K 0.01%
29,189
803
$1.5K 0.01%
39,830
-18,800
804
$1.5K 0.01%
32,830
-2,500
805
$1.5K 0.01%
53,776
-3,000
806
$1.48K 0.01%
16,300
807
$1.48K 0.01%
140,058
-9,599
808
$1.47K 0.01%
36,923
-2,668
809
$1.47K 0.01%
21,500
810
$1.47K 0.01%
38,613
-3,830
811
$1.46K 0.01%
89,100
-39,900
812
$1.46K 0.01%
11,160
-500
813
$1.46K 0.01%
42,950
814
$1.46K 0.01%
12,670
815
$1.45K 0.01%
21,000
-800
816
$1.45K 0.01%
16,750
817
$1.45K 0.01%
30,130
818
$1.44K 0.01%
27,010
819
$1.44K 0.01%
24,100
-2,200
820
$1.43K 0.01%
20,500
-100
821
$1.43K 0.01%
53,700
822
$1.43K 0.01%
54,140
-2,994
823
$1.42K 0.01%
27,828
824
$1.42K 0.01%
24,905
825
$1.42K 0.01%
42,200
-3,400
31 32
33
34 35