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
1601
$141 ﹤0.01%
820
1602
$141 ﹤0.01%
9,500
1603
$141 ﹤0.01%
1,800
1604
$141 ﹤0.01%
6,905
+1,200
1605
$141 ﹤0.01%
1,600
1606
$141 ﹤0.01%
2,070
1607
$140 ﹤0.01%
3,530
1608
$140 ﹤0.01%
1,235
+100
1609
$139 ﹤0.01%
1,400
1610
$138 ﹤0.01%
3,416
1611
$138 ﹤0.01%
2,750
1612
$137 ﹤0.01%
10,645
1613
$137 ﹤0.01%
1,115
1614
$137 ﹤0.01%
2,550
1615
$137 ﹤0.01%
1,050
+200
1616
$136 ﹤0.01%
5,800
1617
$136 ﹤0.01%
3,445
1618
$136 ﹤0.01%
2,135
1619
$136 ﹤0.01%
8,085
1620
$136 ﹤0.01%
3,870
+500
1621
$136 ﹤0.01%
2,075
1622
$135 ﹤0.01%
20,050
1623
$135 ﹤0.01%
5,880
1624
$134 ﹤0.01%
1,510
1625
$134 ﹤0.01%
13,265
63 64
65
66 67