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
1251
$372 ﹤0.01%
16,700
+1,000
1252
$372 ﹤0.01%
4,548
1253
$371 ﹤0.01%
24,700
-6,460
1254
$370 ﹤0.01%
3,085
1255
$369 ﹤0.01%
3,252
1256
$369 ﹤0.01%
4,160
1257
$368 ﹤0.01%
3,145
1258
$367 ﹤0.01%
40,600
-1,000
1259
$367 ﹤0.01%
3,250
-400
1260
$364 ﹤0.01%
6,700
-2,700
1261
$363 ﹤0.01%
8,180
+400
1262
$363 ﹤0.01%
2,800
1263
$363 ﹤0.01%
8,950
1264
$360 ﹤0.01%
2,600
1265
$359 ﹤0.01%
6,294
+450
1266
$359 ﹤0.01%
72,000
1267
$358 ﹤0.01%
56,100
1268
$356 ﹤0.01%
3,000
1269
$355 ﹤0.01%
5,450
-55,000
1270
$353 ﹤0.01%
4,205
1271
$353 ﹤0.01%
19,686
1272
$350 ﹤0.01%
5,048
1273
$349 ﹤0.01%
7,400
-1,200
1274
$348 ﹤0.01%
13,533
1275
$347 ﹤0.01%
3,877
49 50
51
52 53