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
1076
$706 ﹤0.01%
15,200
1077
$706 ﹤0.01%
3,430
+500
1078
$705 ﹤0.01%
5,000
-2,600
1079
$702 ﹤0.01%
6,350
-2,000
1080
$696 ﹤0.01%
14,310
-3,510
1081
$695 ﹤0.01%
14,945
-400
1082
$687 ﹤0.01%
35,500
1083
$685 ﹤0.01%
10,687
-1
1084
$684 ﹤0.01%
4,560
-600
1085
$681 ﹤0.01%
59,702
-3,121
1086
$677 ﹤0.01%
10,975
1087
$672 ﹤0.01%
24,653
1088
$671 ﹤0.01%
8,026
-600
1089
$665 ﹤0.01%
9,355
1090
$665 ﹤0.01%
6,000
1091
$663 ﹤0.01%
4,650
+2,500
1092
$655 ﹤0.01%
10,700
1093
$654 ﹤0.01%
9,580
-6,600
1094
$647 ﹤0.01%
7,119
1095
$646 ﹤0.01%
4,450
1096
$642 ﹤0.01%
16,900
-11,300
1097
$641 ﹤0.01%
34,964
1098
$641 ﹤0.01%
22,684
+812
1099
$638 ﹤0.01%
10,100
1100
$637 ﹤0.01%
7,010
42 43
44
45 46