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
1026
$832 0.01%
3,189
1027
$832 0.01%
21,800
1028
$822 0.01%
140,000
+136,090
1029
$819 0.01%
18,517
-300
1030
$818 0.01%
32,535
1031
$814 0.01%
18,140
1032
$811 0.01%
25,246
1033
$809 0.01%
13,420
-11,600
1034
$806 0.01%
28,650
-100
1035
$803 0.01%
40,810
+1,000
1036
$803 0.01%
11,960
1037
$800 0.01%
2,666
+400
1038
$796 0.01%
18,955
1039
$787 0.01%
12,290
-2,600
1040
$782 0.01%
21,180
-660
1041
$781 0.01%
33,756
+172
1042
$779 ﹤0.01%
18,930
1043
$775 ﹤0.01%
27,381
-1,196
1044
$774 ﹤0.01%
44,050
1045
$771 ﹤0.01%
9,150
-1,700
1046
$770 ﹤0.01%
9,800
-900
1047
$769 ﹤0.01%
2,360
+1,100
1048
$768 ﹤0.01%
10,200
-6,500
1049
$765 ﹤0.01%
16,500
1050
$753 ﹤0.01%
13,721
-5,500
40 41
42
43 44