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
1501
$192 ﹤0.01%
6,000
-820
1502
$191 ﹤0.01%
9,650
1503
$191 ﹤0.01%
12,950
1504
$191 ﹤0.01%
3,720
1505
$190 ﹤0.01%
2,200
1506
$190 ﹤0.01%
7,620
1507
$190 ﹤0.01%
4,250
1508
$189 ﹤0.01%
6,550
-2,000
1509
$188 ﹤0.01%
3,720
-130
1510
$187 ﹤0.01%
4,400
1511
$186 ﹤0.01%
4,570
+1,100
1512
$185 ﹤0.01%
12,600
1513
$183 ﹤0.01%
11,900
1514
$183 ﹤0.01%
5,560
+490
1515
$181 ﹤0.01%
4,430
-600
1516
$180 ﹤0.01%
4,053
1517
$179 ﹤0.01%
910
1518
$179 ﹤0.01%
1,350
1519
$179 ﹤0.01%
9,900
1520
$179 ﹤0.01%
1,355
1521
$179 ﹤0.01%
9,744
-1,856
1522
$178 ﹤0.01%
2,530
1523
$178 ﹤0.01%
1,500
1524
$178 ﹤0.01%
4,100
1525
$177 ﹤0.01%
14,510
59 60
61
62 63