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
1801
$88 ﹤0.01%
77
1802
$88 ﹤0.01%
2,125
1803
$88 ﹤0.01%
3,425
1804
$88 ﹤0.01%
4,520
1805
$87 ﹤0.01%
5,400
1806
$87 ﹤0.01%
1,125
1807
$86 ﹤0.01%
32,500
1808
$86 ﹤0.01%
2,344
1809
$85 ﹤0.01%
4,790
1810
$85 ﹤0.01%
8,000
1811
$85 ﹤0.01%
3,750
1812
$85 ﹤0.01%
495
1813
$85 ﹤0.01%
6,200
1814
$85 ﹤0.01%
3,050
+1,900
1815
$85 ﹤0.01%
5,200
1816
$84 ﹤0.01%
800
1817
$84 ﹤0.01%
855
1818
$84 ﹤0.01%
2,200
1819
$84 ﹤0.01%
5,185
1820
$84 ﹤0.01%
2,050
-11,600
1821
$84 ﹤0.01%
8,725
1822
$84 ﹤0.01%
6,100
-400
1823
$84 ﹤0.01%
3,000
1824
$83 ﹤0.01%
4,950
1825
$83 ﹤0.01%
5,150
71 72
73
74 75