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
1826
$83 ﹤0.01%
2,300
1827
$83 ﹤0.01%
4,000
1828
$82 ﹤0.01%
815
1829
$82 ﹤0.01%
750
1830
$82 ﹤0.01%
2,098
1831
$82 ﹤0.01%
2,000
+200
1832
$82 ﹤0.01%
+2,000
1833
$82 ﹤0.01%
328
1834
$82 ﹤0.01%
7,000
1835
$81 ﹤0.01%
2,050
1836
$81 ﹤0.01%
2,850
-375
1837
$81 ﹤0.01%
2,375
-2,200
1838
$81 ﹤0.01%
1,100
1839
$81 ﹤0.01%
700
1840
$81 ﹤0.01%
5,375
1841
$80 ﹤0.01%
5,890
1842
$80 ﹤0.01%
300
-350
1843
$79 ﹤0.01%
950
1844
$79 ﹤0.01%
14,400
1845
$79 ﹤0.01%
1,400
1846
$79 ﹤0.01%
1,800
1847
$79 ﹤0.01%
2,220
1848
$79 ﹤0.01%
3,300
1849
$79 ﹤0.01%
1,590
1850
$79 ﹤0.01%
6,300
-4,910
72 73
74
75 76