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
876
$1.23K 0.01%
12,800
-800
877
$1.23K 0.01%
1,100
878
$1.22K 0.01%
117,575
-73,021
879
$1.22K 0.01%
29,085
880
$1.22K 0.01%
6,714
+249
881
$1.22K 0.01%
64,238
+45,000
882
$1.21K 0.01%
53,168
-2,794
883
$1.21K 0.01%
44,317
-1,242
884
$1.21K 0.01%
69,100
+7,645
885
$1.21K 0.01%
51,849
-3,704
886
$1.2K 0.01%
61,265
+7,363
887
$1.2K 0.01%
118,033
-9,910
888
$1.19K 0.01%
25,300
889
$1.19K 0.01%
12,950
890
$1.18K 0.01%
31,167
+6,000
891
$1.18K 0.01%
24,810
892
$1.18K 0.01%
14,365
893
$1.17K 0.01%
27,068
894
$1.17K 0.01%
64,777
-6,071
895
$1.17K 0.01%
26,486
896
$1.16K 0.01%
3,800
897
$1.16K 0.01%
3,900
-4,800
898
$1.16K 0.01%
61,520
899
$1.16K 0.01%
342,208
900
$1.16K 0.01%
36,375
+1,483
34 35
36
37 38