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
1301
$334 ﹤0.01%
23,600
1302
$334 ﹤0.01%
31,623
1303
$333 ﹤0.01%
3,648
1304
$333 ﹤0.01%
22,800
-8,500
1305
$332 ﹤0.01%
27,768
-2,136
1306
$331 ﹤0.01%
14,882
1307
$329 ﹤0.01%
10,350
1308
$329 ﹤0.01%
1,178
-3,209
1309
$326 ﹤0.01%
6,810
-1,300
1310
$323 ﹤0.01%
4,400
1311
$321 ﹤0.01%
10,100
-910
1312
$319 ﹤0.01%
3,600
1313
$319 ﹤0.01%
8,195
-1,200
1314
$317 ﹤0.01%
6,434
1315
$316 ﹤0.01%
17,259
1316
$315 ﹤0.01%
5,225
+1,155
1317
$313 ﹤0.01%
32,420
1318
$313 ﹤0.01%
5,860
+4,000
1319
$311 ﹤0.01%
+2,403
1320
$311 ﹤0.01%
9,875
1321
$310 ﹤0.01%
9,360
-1,300
1322
$310 ﹤0.01%
5,170
1323
$309 ﹤0.01%
15,350
1324
$309 ﹤0.01%
43,350
-153
1325
$309 ﹤0.01%
9,037
-13,426
51 52
53
54 55