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
1426
$237 ﹤0.01%
23,275
1427
$237 ﹤0.01%
12,900
1428
$235 ﹤0.01%
2,100
-47,104
1429
$235 ﹤0.01%
9,125
1430
$235 ﹤0.01%
8,099
1431
$234 ﹤0.01%
2,405
1432
$232 ﹤0.01%
5,400
1433
$231 ﹤0.01%
3,589
1434
$231 ﹤0.01%
12,517
1435
$230 ﹤0.01%
6,000
-8,700
1436
$229 ﹤0.01%
6,592
1437
$229 ﹤0.01%
2,575
1438
$228 ﹤0.01%
5,700
1439
$228 ﹤0.01%
5,472
1440
$227 ﹤0.01%
2,300
1441
$225 ﹤0.01%
5,005
1442
$225 ﹤0.01%
3,975
1443
$225 ﹤0.01%
5,950
-350
1444
$224 ﹤0.01%
3,850
1445
$224 ﹤0.01%
7,400
1446
$223 ﹤0.01%
3,700
1447
$222 ﹤0.01%
820
1448
$222 ﹤0.01%
346
1449
$222 ﹤0.01%
15,815
1450
$222 ﹤0.01%
2,800
-200
56 57
58
59 60