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
1176
$482 ﹤0.01%
12,550
1177
$472 ﹤0.01%
12,700
-1,800
1178
$471 ﹤0.01%
86,414
-12,350
1179
$471 ﹤0.01%
6,954
-532
1180
$470 ﹤0.01%
17,700
-2,300
1181
$470 ﹤0.01%
20,350
-20,300
1182
$469 ﹤0.01%
4,910
+2,000
1183
$469 ﹤0.01%
120,000
1184
$463 ﹤0.01%
3,645
-700
1185
$462 ﹤0.01%
8,830
1186
$460 ﹤0.01%
11,037
1187
$457 ﹤0.01%
12,600
1188
$454 ﹤0.01%
11,900
1189
$453 ﹤0.01%
12,969
-1,700
1190
$452 ﹤0.01%
15,000
-11,900
1191
$452 ﹤0.01%
12,000
-17,000
1192
$451 ﹤0.01%
11,251
+1,655
1193
$451 ﹤0.01%
42,115
-9,800
1194
$450 ﹤0.01%
42,358
+20,000
1195
$450 ﹤0.01%
21,500
1196
$447 ﹤0.01%
31,700
1197
$443 ﹤0.01%
11,053
-897
1198
$442 ﹤0.01%
2,895
1199
$442 ﹤0.01%
12,700
1200
$440 ﹤0.01%
53,970
-19,156
46 47
48
49 50