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
1676
$118 ﹤0.01%
7,830
1677
$117 ﹤0.01%
4,400
1678
$117 ﹤0.01%
7,506
1679
$117 ﹤0.01%
4,010
1680
$117 ﹤0.01%
3,500
-380
1681
$116 ﹤0.01%
3,500
1682
$116 ﹤0.01%
1,500
1683
$116 ﹤0.01%
1,300
1684
$116 ﹤0.01%
2,450
1685
$116 ﹤0.01%
7,150
1686
$116 ﹤0.01%
2,250
1687
$115 ﹤0.01%
20,200
1688
$115 ﹤0.01%
1,750
1689
$115 ﹤0.01%
8,700
+1,000
1690
$115 ﹤0.01%
2,325
-125
1691
$115 ﹤0.01%
2,300
1692
$115 ﹤0.01%
8,650
1693
$114 ﹤0.01%
2,880
1694
$114 ﹤0.01%
1,175
1695
$114 ﹤0.01%
2,505
-2,412
1696
$114 ﹤0.01%
950
1697
$113 ﹤0.01%
985
1698
$113 ﹤0.01%
2,680
1699
$113 ﹤0.01%
5,167
1700
$112 ﹤0.01%
4,690
66 67
68
69 70