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
1351
$291 ﹤0.01%
3,530
-400
1352
$291 ﹤0.01%
23,500
-2,300
1353
$291 ﹤0.01%
2,918
+1,200
1354
$290 ﹤0.01%
14,160
1355
$287 ﹤0.01%
5,600
1356
$286 ﹤0.01%
11,091
1357
$286 ﹤0.01%
9,950
-2,300
1358
$285 ﹤0.01%
6,100
1359
$284 ﹤0.01%
5,150
-200
1360
$283 ﹤0.01%
11,200
1361
$282 ﹤0.01%
5,530
1362
$282 ﹤0.01%
10,200
+200
1363
$280 ﹤0.01%
8,600
-700
1364
$279 ﹤0.01%
9,630
1365
$279 ﹤0.01%
18,600
-24,400
1366
$278 ﹤0.01%
5,300
+3,500
1367
$278 ﹤0.01%
3,200
-1,600
1368
$277 ﹤0.01%
1,625
1369
$276 ﹤0.01%
10,400
1370
$276 ﹤0.01%
7,005
1371
$276 ﹤0.01%
9,200
1372
$275 ﹤0.01%
4,350
1373
$274 ﹤0.01%
16,400
-700
1374
$274 ﹤0.01%
13,200
1375
$273 ﹤0.01%
600
53 54
55
56 57