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
1626
$133 ﹤0.01%
340
+8
1627
$133 ﹤0.01%
6,300
1628
$133 ﹤0.01%
2,285
1629
$133 ﹤0.01%
3,100
1630
$133 ﹤0.01%
5,700
1631
$132 ﹤0.01%
3,000
1632
$132 ﹤0.01%
4,150
+2,900
1633
$132 ﹤0.01%
5,689
+2,510
1634
$131 ﹤0.01%
3,500
1635
$131 ﹤0.01%
17,700
1636
$131 ﹤0.01%
2,900
1637
$130 ﹤0.01%
2,880
1638
$130 ﹤0.01%
7,570
1639
$130 ﹤0.01%
3,915
1640
$129 ﹤0.01%
5,450
+3,000
1641
$129 ﹤0.01%
2,925
1642
$129 ﹤0.01%
3,300
1643
$128 ﹤0.01%
671
+150
1644
$128 ﹤0.01%
1,800
1645
$128 ﹤0.01%
1,350
1646
$127 ﹤0.01%
2,950
1647
$127 ﹤0.01%
4,450
1648
$127 ﹤0.01%
9,280
-4,800
1649
$127 ﹤0.01%
3,829
1650
$127 ﹤0.01%
160
64 65
66
67 68