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
1576
$149 ﹤0.01%
1,680
1577
$149 ﹤0.01%
850
1578
$148 ﹤0.01%
900
1579
$148 ﹤0.01%
11,300
1580
$148 ﹤0.01%
10,350
1581
$148 ﹤0.01%
2,055
1582
$147 ﹤0.01%
3,000
1583
$147 ﹤0.01%
3,010
1584
$147 ﹤0.01%
3,400
-600
1585
$147 ﹤0.01%
3,200
1586
$147 ﹤0.01%
5,050
-410
1587
$146 ﹤0.01%
2,300
1588
$145 ﹤0.01%
2,800
+2,200
1589
$145 ﹤0.01%
1,965
1590
$145 ﹤0.01%
4,230
1591
$145 ﹤0.01%
3,150
-300
1592
$145 ﹤0.01%
18,100
1593
$144 ﹤0.01%
1,800
1594
$144 ﹤0.01%
2,595
1595
$144 ﹤0.01%
2,600
1596
$143 ﹤0.01%
3,000
1597
$143 ﹤0.01%
1,200
1598
$142 ﹤0.01%
2,435
1599
$142 ﹤0.01%
8,295
1600
$142 ﹤0.01%
500
62 63
64
65 66