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
1126
$574 ﹤0.01%
9,950
-9,000
1127
$573 ﹤0.01%
17,693
1128
$572 ﹤0.01%
41,701
-600
1129
$569 ﹤0.01%
3,322
1130
$568 ﹤0.01%
15,150
-3,600
1131
$567 ﹤0.01%
4,305
-70,115
1132
$564 ﹤0.01%
15,740
+200
1133
$564 ﹤0.01%
57,039
-49,733
1134
$562 ﹤0.01%
11,900
+2,000
1135
$561 ﹤0.01%
81,477
1136
$561 ﹤0.01%
15,170
-300
1137
$560 ﹤0.01%
8,232
-425
1138
$560 ﹤0.01%
18,600
1139
$559 ﹤0.01%
7,000
1140
$559 ﹤0.01%
49,905
-33,365
1141
$554 ﹤0.01%
21,090
-2,600
1142
$549 ﹤0.01%
28,621
-339
1143
$548 ﹤0.01%
16,900
-1,800
1144
$545 ﹤0.01%
8,472
1145
$545 ﹤0.01%
10,100
-800
1146
$542 ﹤0.01%
13,455
1147
$541 ﹤0.01%
37,650
1148
$539 ﹤0.01%
5,000
1149
$539 ﹤0.01%
24,610
-20,100
1150
$538 ﹤0.01%
1,800
-1,300
44 45
46
47 48