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
1051
$752 ﹤0.01%
1,740
+110
1052
$750 ﹤0.01%
16,600
1053
$750 ﹤0.01%
36,855
1054
$748 ﹤0.01%
14,650
-859
1055
$747 ﹤0.01%
11,300
-3,300
1056
$747 ﹤0.01%
21,900
+800
1057
$740 ﹤0.01%
7,500
-1,500
1058
$738 ﹤0.01%
47,662
-3,514
1059
$733 ﹤0.01%
77,270
-49,900
1060
$732 ﹤0.01%
17,230
1061
$732 ﹤0.01%
6,240
1062
$730 ﹤0.01%
16,730
1063
$725 ﹤0.01%
33,350
-3,400
1064
$724 ﹤0.01%
13,170
1065
$721 ﹤0.01%
29,923
1066
$721 ﹤0.01%
5,750
-500
1067
$720 ﹤0.01%
9,650
1068
$718 ﹤0.01%
7,400
-300
1069
$718 ﹤0.01%
9,720
1070
$711 ﹤0.01%
12,255
1071
$710 ﹤0.01%
10,750
-13,600
1072
$709 ﹤0.01%
2,558
-201
1073
$708 ﹤0.01%
9,965
-6,200
1074
$707 ﹤0.01%
26,970
1075
$707 ﹤0.01%
1,185
-100
41 42
43
44 45