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
1526
$177 ﹤0.01%
15,000
1527
$175 ﹤0.01%
600
1528
$175 ﹤0.01%
2,075
1529
$175 ﹤0.01%
9,250
1530
$174 ﹤0.01%
1,680
1531
$174 ﹤0.01%
1,250
1532
$173 ﹤0.01%
6,350
1533
$173 ﹤0.01%
6,475
1534
$172 ﹤0.01%
4,884
1535
$170 ﹤0.01%
4,870
1536
$168 ﹤0.01%
7,167
-2,500
1537
$168 ﹤0.01%
1,900
+300
1538
$167 ﹤0.01%
1,660
1539
$167 ﹤0.01%
3,840
1540
$166 ﹤0.01%
2,800
-100
1541
$166 ﹤0.01%
2,973
1542
$165 ﹤0.01%
2,921
1543
$164 ﹤0.01%
2,100
1544
$163 ﹤0.01%
11,800
1545
$162 ﹤0.01%
4,745
1546
$161 ﹤0.01%
4,659
1547
$161 ﹤0.01%
4,803
1548
$160 ﹤0.01%
7,605
1549
$160 ﹤0.01%
3,438
1550
$160 ﹤0.01%
2,750
+300
60 61
62
63 64