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
126
$24.9K 0.16%
376,268
-4,560
127
$23.4K 0.15%
80,534
+268
128
$23.4K 0.15%
297,508
-60,000
129
$23.1K 0.15%
190,028
-30,710
130
$23K 0.15%
269,532
+27,928
131
$22.8K 0.14%
96,125
-6,347
132
$22.7K 0.14%
112,413
-23,500
133
$22.4K 0.14%
361,452
+116,037
134
$22.4K 0.14%
144,265
-4,400
135
$22.4K 0.14%
233,763
-34,639
136
$22.3K 0.14%
104,389
-6,050
137
$22.3K 0.14%
110,161
+10,624
138
$22.2K 0.14%
108,704
-1,570
139
$22.1K 0.14%
176,230
-3,550
140
$21.7K 0.14%
76,955
-1,245
141
$21.6K 0.14%
100,474
+440
142
$21.5K 0.14%
125,421
+23,135
143
$21.5K 0.14%
299,872
-10,343
144
$21.5K 0.14%
66,314
-680
145
$21.1K 0.13%
81,498
-9,599
146
$21.1K 0.13%
622,470
+13,845
147
$20.6K 0.13%
184,805
-7,920
148
$20.5K 0.13%
73,925
-24,765
149
$20.4K 0.13%
160,480
-173,732
150
$20.3K 0.13%
389,800
4 5
6
7 8