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
926
$1.05K 0.01%
60,499
-4,375
927
$1.05K 0.01%
17,800
928
$1.05K 0.01%
12,840
929
$1.04K 0.01%
218,063
+75,786
930
$1.04K 0.01%
10,150
931
$1.04K 0.01%
9,490
-6,100
932
$1.03K 0.01%
13,984
933
$1.03K 0.01%
20,400
934
$1.03K 0.01%
23,850
935
$1.02K 0.01%
59,809
-4,438
936
$1.02K 0.01%
15,677
937
$1.02K 0.01%
6,900
-1,100
938
$1.02K 0.01%
30,315
939
$1.02K 0.01%
2,750
-300
940
$1.02K 0.01%
41,927
-3,600
941
$1.02K 0.01%
54,020
-3,700
942
$1.01K 0.01%
25,820
-9,000
943
$1.01K 0.01%
12,850
-2,300
944
$1.01K 0.01%
102,508
+35,000
945
$1.01K 0.01%
40,300
+4,300
946
$1.01K 0.01%
63,488
-3,294
947
$1.01K 0.01%
34,490
-1,800
948
$1K 0.01%
63,284
-4,568
949
$999 0.01%
18,600
+6,000
950
$995 0.01%
32,275
36 37
38
39 40