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
176
$17.7K 0.11%
228,286
+33,494
177
$17.6K 0.11%
216,109
-17,000
178
$17.6K 0.11%
63,369
-2,500
179
$17.3K 0.11%
69,894
-2,367
180
$17.2K 0.11%
35,536
-5,989
181
$17.2K 0.11%
143,110
-1,810
182
$17.1K 0.11%
280,892
-9,999
183
$17K 0.11%
141,574
-56,502
184
$17K 0.11%
51,634
+25,009
185
$17K 0.11%
60,221
-5,800
186
$16.8K 0.11%
215,471
-2,100
187
$16.8K 0.11%
49,560
+1,050
188
$16.7K 0.11%
110,872
+3,680
189
$16.5K 0.1%
230,943
-14,233
190
$16.5K 0.1%
108,015
+37,129
191
$16.5K 0.1%
72,428
-78,217
192
$16.4K 0.1%
193,991
-7,500
193
$16.2K 0.1%
190,876
+48,535
194
$15.9K 0.1%
84,549
-3,400
195
$15.8K 0.1%
257,170
-11,330
196
$15.5K 0.1%
114,806
+898
197
$15.5K 0.1%
94,042
+6,770
198
$15.4K 0.1%
288,464
-666,220
199
$15.4K 0.1%
124,485
+38,255
200
$15.3K 0.1%
78,413
-3,020
6 7
8
9 10