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
1151
$538 ﹤0.01%
14,510
-1,650
1152
$534 ﹤0.01%
2,190
-500
1153
$531 ﹤0.01%
6,700
-350
1154
$527 ﹤0.01%
29,584
1155
$526 ﹤0.01%
7,750
-2,500
1156
$523 ﹤0.01%
28,500
-4,800
1157
$522 ﹤0.01%
61,215
-4,977
1158
$522 ﹤0.01%
19,850
-13,600
1159
$518 ﹤0.01%
5,323
-1,050
1160
$516 ﹤0.01%
2,790
1161
$511 ﹤0.01%
7,708
+150
1162
$510 ﹤0.01%
7,420
-2,600
1163
$510 ﹤0.01%
22,573
1164
$508 ﹤0.01%
51,705
-4,201
1165
$507 ﹤0.01%
11,100
-900
1166
$502 ﹤0.01%
10,120
-1,500
1167
$501 ﹤0.01%
10,280
1168
$499 ﹤0.01%
8,665
1169
$497 ﹤0.01%
16,000
1170
$493 ﹤0.01%
106,058
+5,000
1171
$492 ﹤0.01%
7,460
1172
$489 ﹤0.01%
7,485
1173
$487 ﹤0.01%
6,800
1174
$486 ﹤0.01%
26,431
-2,154
1175
$484 ﹤0.01%
9,600
-10,800
45 46
47
48 49