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
1776
$93 ﹤0.01%
8,330
1777
$93 ﹤0.01%
2,850
1778
$93 ﹤0.01%
1,220
1779
$93 ﹤0.01%
2,110
1780
$92 ﹤0.01%
1,220
1781
$92 ﹤0.01%
3,300
1782
$92 ﹤0.01%
1,000
1783
$92 ﹤0.01%
6,400
-1,300
1784
$92 ﹤0.01%
900
1785
$91 ﹤0.01%
1,980
-362
1786
$91 ﹤0.01%
2,863
1787
$91 ﹤0.01%
2,000
1788
$90 ﹤0.01%
2,300
1789
$90 ﹤0.01%
1,000
1790
$90 ﹤0.01%
9,335
1791
$90 ﹤0.01%
3,350
1792
$90 ﹤0.01%
2,900
1793
$90 ﹤0.01%
3,450
1794
$90 ﹤0.01%
1,600
1795
$90 ﹤0.01%
1,300
1796
$90 ﹤0.01%
14,900
1797
$90 ﹤0.01%
+1,500
1798
$89 ﹤0.01%
1,100
1799
$89 ﹤0.01%
375
1800
$88 ﹤0.01%
2,400
-1,300
70 71
72
73 74