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
1376
$272 ﹤0.01%
9,064
1377
$271 ﹤0.01%
7,950
-1,700
1378
$270 ﹤0.01%
12,200
+9,700
1379
$270 ﹤0.01%
+11,700
1380
$269 ﹤0.01%
+23,340
1381
$268 ﹤0.01%
16,530
+450
1382
$267 ﹤0.01%
4,725
1383
$265 ﹤0.01%
20,465
1384
$263 ﹤0.01%
34,090
-11,727
1385
$261 ﹤0.01%
3,250
1386
$261 ﹤0.01%
6,250
1387
$260 ﹤0.01%
1,305
+250
1388
$259 ﹤0.01%
5,930
1389
$258 ﹤0.01%
3,850
-400
1390
$257 ﹤0.01%
2,500
-210
1391
$257 ﹤0.01%
17,980
-23,700
1392
$257 ﹤0.01%
6,050
1393
$257 ﹤0.01%
15,447
1394
$256 ﹤0.01%
4,807
+200
1395
$256 ﹤0.01%
2,100
-400
1396
$255 ﹤0.01%
1,210
1397
$255 ﹤0.01%
3,300
1398
$255 ﹤0.01%
2,700
1399
$254 ﹤0.01%
22,500
1400
$254 ﹤0.01%
6,100
54 55
56
57 58