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
1226
$401 ﹤0.01%
4,200
-3,200
1227
$401 ﹤0.01%
6,300
1228
$401 ﹤0.01%
12,576
1229
$400 ﹤0.01%
30,394
1230
$399 ﹤0.01%
35,600
1231
$398 ﹤0.01%
49,300
-3,500
1232
$398 ﹤0.01%
4,400
+2,650
1233
$397 ﹤0.01%
5,260
1234
$395 ﹤0.01%
16,985
1235
$391 ﹤0.01%
8,762
1236
$389 ﹤0.01%
19,867
-1,317
1237
$389 ﹤0.01%
2,935
1238
$388 ﹤0.01%
995
1239
$387 ﹤0.01%
38,014
-9,900
1240
$386 ﹤0.01%
17,700
1241
$386 ﹤0.01%
59,435
1242
$385 ﹤0.01%
9,950
-2,500
1243
$383 ﹤0.01%
6,211
+400
1244
$382 ﹤0.01%
6,274
-181,390
1245
$381 ﹤0.01%
8,224
+3,674
1246
$380 ﹤0.01%
14,153
1247
$380 ﹤0.01%
9,950
+7,900
1248
$377 ﹤0.01%
2,298
1249
$376 ﹤0.01%
5,105
1250
$374 ﹤0.01%
5,960
48 49
50
51 52