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
1751
$97 ﹤0.01%
328
+302
1752
$97 ﹤0.01%
4,250
-890
1753
$97 ﹤0.01%
4,100
1754
$97 ﹤0.01%
3,500
1755
$97 ﹤0.01%
2,150
1756
$97 ﹤0.01%
1,950
1757
$97 ﹤0.01%
1,300
1758
$96 ﹤0.01%
15,778
1759
$96 ﹤0.01%
3,600
1760
$96 ﹤0.01%
2,200
1761
$96 ﹤0.01%
4,800
1762
$96 ﹤0.01%
650
1763
$96 ﹤0.01%
4,000
1764
$95 ﹤0.01%
750
1765
$95 ﹤0.01%
9,445
1766
$95 ﹤0.01%
10,500
1767
$95 ﹤0.01%
22,200
1768
$95 ﹤0.01%
3,100
1769
$94 ﹤0.01%
2,000
1770
$94 ﹤0.01%
511
1771
$94 ﹤0.01%
3,600
1772
$94 ﹤0.01%
1,031
1773
$94 ﹤0.01%
7,800
1774
$93 ﹤0.01%
6,750
1775
$93 ﹤0.01%
6,400
69 70
71
72 73