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
1876
$75 ﹤0.01%
1,400
1877
$75 ﹤0.01%
1,800
1878
$74 ﹤0.01%
2,500
1879
$74 ﹤0.01%
6,550
1880
$74 ﹤0.01%
2,400
-900
1881
$73 ﹤0.01%
5,027
-1
1882
$73 ﹤0.01%
2,100
1883
$73 ﹤0.01%
1,550
1884
$73 ﹤0.01%
1,250
1885
$73 ﹤0.01%
1,630
1886
$72 ﹤0.01%
2,200
1887
$72 ﹤0.01%
3,700
1888
$72 ﹤0.01%
4,350
1889
$71 ﹤0.01%
5,799
1890
$71 ﹤0.01%
4,700
1891
$70 ﹤0.01%
2,700
1892
$70 ﹤0.01%
+2,505
1893
$70 ﹤0.01%
3,750
1894
$70 ﹤0.01%
1,500
1895
$70 ﹤0.01%
1,650
1896
$70 ﹤0.01%
3,710
1897
$70 ﹤0.01%
8,450
-750
1898
$69 ﹤0.01%
2,100
1899
$69 ﹤0.01%
900
-5,800
1900
$69 ﹤0.01%
350
-550
74 75
76
77 78