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
151
$20K 0.13%
71,654
-17,570
152
$20K 0.13%
103,053
+3,501
153
$19.9K 0.13%
47,533
-3,678
154
$19.7K 0.13%
320,503
-16,693
155
$19.7K 0.12%
39,305
-4,618
156
$19.6K 0.12%
135,913
-10,004
157
$19.6K 0.12%
104,028
-13,607
158
$19.4K 0.12%
105,055
-2,207
159
$19.4K 0.12%
303,142
-7,064
160
$19.3K 0.12%
16,704
+4,619
161
$19.2K 0.12%
121,234
-4,573
162
$19K 0.12%
136,979
-15,211
163
$18.8K 0.12%
163,917
-41,174
164
$18.8K 0.12%
243,327
+2,490
165
$18.8K 0.12%
147,884
-219,256
166
$18.3K 0.12%
298,598
+3,430
167
$18.3K 0.12%
100,542
-250,292
168
$18.2K 0.12%
424,436
+348,270
169
$18.2K 0.12%
550,840
+2,000
170
$18.1K 0.11%
109,893
-90,477
171
$18.1K 0.11%
44,760
-750
172
$18K 0.11%
480,559
-22,580
173
$18K 0.11%
130,029
-3,836
174
$17.9K 0.11%
503,630
-19,918
175
$17.8K 0.11%
333,810
-385,656
5 6
7
8 9