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
1701
$112 ﹤0.01%
5,700
1702
$112 ﹤0.01%
4,600
1703
$112 ﹤0.01%
2,270
1704
$112 ﹤0.01%
3,900
1705
$112 ﹤0.01%
2,485
1706
$111 ﹤0.01%
7,500
1707
$111 ﹤0.01%
2,300
1708
$111 ﹤0.01%
8,030
1709
$111 ﹤0.01%
6,850
1710
$110 ﹤0.01%
4,800
1711
$110 ﹤0.01%
8,200
-500
1712
$110 ﹤0.01%
1,500
1713
$109 ﹤0.01%
990
1714
$109 ﹤0.01%
1,146
+320
1715
$109 ﹤0.01%
2,130
1716
$108 ﹤0.01%
1,650
1717
$108 ﹤0.01%
3,250
-2,500
1718
$108 ﹤0.01%
4,400
1719
$107 ﹤0.01%
9,225
1720
$107 ﹤0.01%
3,750
1721
$106 ﹤0.01%
1,050
1722
$106 ﹤0.01%
3,500
+500
1723
$105 ﹤0.01%
1,600
1724
$105 ﹤0.01%
2,500
1725
$105 ﹤0.01%
2,400
67 68
69
70 71