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
851
$1.32K 0.01%
127,500
-6,900
852
$1.32K 0.01%
86,591
853
$1.31K 0.01%
53,995
-8,000
854
$1.31K 0.01%
35,559
855
$1.31K 0.01%
31,804
-1,000
856
$1.31K 0.01%
7,000
-1,300
857
$1.3K 0.01%
15,400
858
$1.3K 0.01%
47,264
+16,035
859
$1.3K 0.01%
28,190
-1,600
860
$1.29K 0.01%
14,660
-2,810
861
$1.29K 0.01%
123,391
-5,117
862
$1.29K 0.01%
8,275
863
$1.28K 0.01%
42,364
+971
864
$1.28K 0.01%
31,100
865
$1.27K 0.01%
26,355
-215
866
$1.27K 0.01%
25,990
867
$1.27K 0.01%
13,510
-3,200
868
$1.26K 0.01%
106,503
-19,882
869
$1.26K 0.01%
122,018
-6,821
870
$1.25K 0.01%
14,920
871
$1.25K 0.01%
24,200
-6,600
872
$1.25K 0.01%
22,600
+2,700
873
$1.24K 0.01%
33,900
+700
874
$1.23K 0.01%
15,455
875
$1.23K 0.01%
16,080
33 34
35
36 37