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
1326
$307 ﹤0.01%
1,955
1327
$307 ﹤0.01%
13,950
1328
$306 ﹤0.01%
8,405
-8,700
1329
$306 ﹤0.01%
3,200
1330
$303 ﹤0.01%
2,610
1331
$303 ﹤0.01%
11,300
1332
$303 ﹤0.01%
11,000
-6,700
1333
$303 ﹤0.01%
4,200
+650
1334
$302 ﹤0.01%
26,410
-50,400
1335
$302 ﹤0.01%
1,050
-300
1336
$301 ﹤0.01%
11,900
1337
$301 ﹤0.01%
11,800
1338
$300 ﹤0.01%
9,350
+100
1339
$299 ﹤0.01%
6,770
-700
1340
$299 ﹤0.01%
5,750
-590
1341
$298 ﹤0.01%
8,700
-4,200
1342
$298 ﹤0.01%
6,250
1343
$296 ﹤0.01%
10,650
-6,100
1344
$296 ﹤0.01%
10,950
1345
$295 ﹤0.01%
8,700
1346
$294 ﹤0.01%
12,450
1347
$293 ﹤0.01%
8,700
1348
$293 ﹤0.01%
6,650
-10,500
1349
$293 ﹤0.01%
47,043
1350
$291 ﹤0.01%
8,950
52 53
54
55 56