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
901
$1.16K 0.01%
10,160
902
$1.15K 0.01%
69,829
-4,516
903
$1.14K 0.01%
83,370
904
$1.14K 0.01%
40,080
-3,400
905
$1.14K 0.01%
60,065
-3,339
906
$1.13K 0.01%
8,475
907
$1.13K 0.01%
18,500
908
$1.11K 0.01%
14,717
+5,000
909
$1.11K 0.01%
50,214
-2,194
910
$1.11K 0.01%
3,390
-3,000
911
$1.1K 0.01%
35,360
912
$1.1K 0.01%
1,879
913
$1.1K 0.01%
24,400
+23,700
914
$1.1K 0.01%
43,271
+3,000
915
$1.09K 0.01%
9,950
-1,800
916
$1.08K 0.01%
27,422
917
$1.08K 0.01%
34,790
-11,800
918
$1.08K 0.01%
3,000
919
$1.08K 0.01%
48,600
920
$1.08K 0.01%
33,700
921
$1.07K 0.01%
12,900
922
$1.07K 0.01%
36,522
-2,650
923
$1.06K 0.01%
12,157
-4,300
924
$1.06K 0.01%
209,700
925
$1.06K 0.01%
104,077
-4,081
35 36
37
38 39