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
1851
$79 ﹤0.01%
2,065
1852
$78 ﹤0.01%
3,150
1853
$78 ﹤0.01%
8,403
1854
$78 ﹤0.01%
500
-1,300
1855
$78 ﹤0.01%
700
+75
1856
$78 ﹤0.01%
1,000
-800
1857
$78 ﹤0.01%
3,800
1858
$78 ﹤0.01%
4,200
1859
$78 ﹤0.01%
2,172
1860
$77 ﹤0.01%
12,840
1861
$77 ﹤0.01%
2,800
1862
$77 ﹤0.01%
5,750
1863
$77 ﹤0.01%
600
-215
1864
$77 ﹤0.01%
6,135
1865
$77 ﹤0.01%
900
1866
$77 ﹤0.01%
500
1867
$76 ﹤0.01%
545
1868
$76 ﹤0.01%
750
1869
$76 ﹤0.01%
3,100
1870
$76 ﹤0.01%
1,450
1871
$76 ﹤0.01%
4,448
1872
$76 ﹤0.01%
3,900
1873
$76 ﹤0.01%
5,600
1874
$76 ﹤0.01%
5,600
-5,600
1875
$76 ﹤0.01%
5,200
73 74
75
76 77