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
1651
$127 ﹤0.01%
3,250
1652
$126 ﹤0.01%
1,000
1653
$126 ﹤0.01%
1,900
1654
$125 ﹤0.01%
3,050
1655
$125 ﹤0.01%
3,355
+500
1656
$125 ﹤0.01%
43,700
+2,000
1657
$124 ﹤0.01%
2,300
1658
$123 ﹤0.01%
1,995
1659
$123 ﹤0.01%
10,100
1660
$122 ﹤0.01%
8,760
1661
$122 ﹤0.01%
1,200
1662
$122 ﹤0.01%
2,800
+500
1663
$122 ﹤0.01%
900
1664
$121 ﹤0.01%
11,925
+9,000
1665
$121 ﹤0.01%
1,300
1666
$121 ﹤0.01%
1,900
1667
$121 ﹤0.01%
4,900
1668
$120 ﹤0.01%
4,445
1669
$120 ﹤0.01%
1,090
1670
$120 ﹤0.01%
1,890
1671
$120 ﹤0.01%
2,535
1672
$119 ﹤0.01%
2,770
1673
$118 ﹤0.01%
24,455
1674
$118 ﹤0.01%
2,325
1675
$118 ﹤0.01%
37
65 66
67
68 69