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
76
$42.7K 0.27%
481,728
-13,240
77
$42.2K 0.27%
669,160
+32,150
78
$41.1K 0.26%
177,261
-20
79
$39.8K 0.25%
164,660
-12,050
80
$39.6K 0.25%
120,956
-39,583
81
$39.1K 0.25%
656,560
+42,630
82
$38.3K 0.24%
108,588
+1,480
83
$37.9K 0.24%
222,882
-8,110
84
$37.1K 0.24%
573,699
-15,819
85
$36.5K 0.23%
472,152
-7,500
86
$36.4K 0.23%
479,800
87
$35.5K 0.22%
401,883
+5,029
88
$35.4K 0.22%
277,785
-31,945
89
$34.4K 0.22%
55,787
+7,517
90
$34.2K 0.22%
562,900
91
$33.3K 0.21%
176,487
-6,800
92
$33K 0.21%
565,058
+15,394
93
$32.6K 0.21%
66,709
-7,401
94
$32.5K 0.21%
185,123
-6,963
95
$32K 0.2%
130,023
-8,985
96
$31.2K 0.2%
476,410
-63,325
97
$31.2K 0.2%
414,115
-4,930
98
$30.9K 0.2%
139,282
-24,520
99
$30.8K 0.2%
471,984
+7,452
100
$30.7K 0.19%
83,144
-95,687
2 3
4
5 6