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
1926
$65 ﹤0.01%
2,400
1927
$64 ﹤0.01%
2,500
1928
$63 ﹤0.01%
1,270
1929
$63 ﹤0.01%
2,130
1930
$63 ﹤0.01%
1,200
1931
$63 ﹤0.01%
+2,900
1932
$62 ﹤0.01%
3,700
1933
$62 ﹤0.01%
+2,800
1934
$62 ﹤0.01%
4,600
1935
$61 ﹤0.01%
1,650
1936
$61 ﹤0.01%
3,509
1937
$60 ﹤0.01%
750
1938
$60 ﹤0.01%
16,800
+3,800
1939
$60 ﹤0.01%
560
1940
$60 ﹤0.01%
1,400
1941
$59 ﹤0.01%
1,100
1942
$59 ﹤0.01%
2,100
1943
$58 ﹤0.01%
1,150
1944
$58 ﹤0.01%
7,200
-6,200
1945
$58 ﹤0.01%
4,010
1946
$58 ﹤0.01%
3,894
1947
$58 ﹤0.01%
2,600
1948
$58 ﹤0.01%
1,000
1949
$57 ﹤0.01%
3,950
1950
$56 ﹤0.01%
2,500
76 77
78
79 80