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
1276
$347 ﹤0.01%
21,000
-200
1277
$346 ﹤0.01%
27,600
-2,250
1278
$346 ﹤0.01%
10,629
-4,200
1279
$346 ﹤0.01%
17,500
+5,000
1280
$345 ﹤0.01%
2,830
1281
$345 ﹤0.01%
8,096
-3,470
1282
$345 ﹤0.01%
15,196
1283
$345 ﹤0.01%
3,700
1284
$344 ﹤0.01%
18,800
1285
$344 ﹤0.01%
6,500
1286
$344 ﹤0.01%
7,300
1287
$344 ﹤0.01%
11,155
1288
$343 ﹤0.01%
23,330
1289
$342 ﹤0.01%
6,545
-8,500
1290
$341 ﹤0.01%
15,530
-7,550
1291
$340 ﹤0.01%
5,460
1292
$340 ﹤0.01%
7,800
1293
$339 ﹤0.01%
9,500
1294
$337 ﹤0.01%
4,650
-550
1295
$337 ﹤0.01%
5,565
-1,419
1296
$336 ﹤0.01%
8,000
1297
$335 ﹤0.01%
6,840
-14,400
1298
$334 ﹤0.01%
19,278
-3,711
1299
$334 ﹤0.01%
20,886
-1,700
1300
$334 ﹤0.01%
7,040
-16,500
50 51
52
53 54