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
1476
$204 ﹤0.01%
8,560
1477
$204 ﹤0.01%
12,400
-3,800
1478
$203 ﹤0.01%
3,600
1479
$202 ﹤0.01%
35,059
1480
$202 ﹤0.01%
4,245
1481
$202 ﹤0.01%
4,420
1482
$202 ﹤0.01%
6,369
1483
$201 ﹤0.01%
1,900
1484
$201 ﹤0.01%
25,500
1485
$200 ﹤0.01%
18,374
1486
$199 ﹤0.01%
13,150
1487
$199 ﹤0.01%
14,100
1488
$199 ﹤0.01%
1,040
-570
1489
$198 ﹤0.01%
6,500
1490
$196 ﹤0.01%
6,300
1491
$196 ﹤0.01%
2,700
-2,300
1492
$196 ﹤0.01%
1,875
1493
$195 ﹤0.01%
1,850
1494
$195 ﹤0.01%
3,230
1495
$194 ﹤0.01%
2,265
+100
1496
$194 ﹤0.01%
3,105
1497
$194 ﹤0.01%
1,940
1498
$193 ﹤0.01%
7,920
1499
$193 ﹤0.01%
58,250
-3,740
1500
$192 ﹤0.01%
2,050
58 59
60
61 62