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
1726
$105 ﹤0.01%
3,450
1727
$105 ﹤0.01%
3,590
1728
$105 ﹤0.01%
1,600
+200
1729
$105 ﹤0.01%
1,450
1730
$104 ﹤0.01%
2,300
-160
1731
$103 ﹤0.01%
2,600
1732
$103 ﹤0.01%
2,070
1733
$103 ﹤0.01%
12,730
1734
$102 ﹤0.01%
6,100
1735
$102 ﹤0.01%
3,300
-15,300
1736
$101 ﹤0.01%
5,000
-1,250
1737
$101 ﹤0.01%
16,800
-69,000
1738
$101 ﹤0.01%
5,500
1739
$100 ﹤0.01%
1,200
-600
1740
$100 ﹤0.01%
3,250
1741
$100 ﹤0.01%
1,600
1742
$99 ﹤0.01%
700
1743
$99 ﹤0.01%
3,300
1744
$99 ﹤0.01%
1,465
1745
$99 ﹤0.01%
1,300
1746
$99 ﹤0.01%
1,680
1747
$98 ﹤0.01%
4,400
1748
$98 ﹤0.01%
11,850
1749
$98 ﹤0.01%
2,560
1750
$97 ﹤0.01%
5,800
68 69
70
71 72