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
2076
$28 ﹤0.01%
1,380
2077
$28 ﹤0.01%
500
2078
$28 ﹤0.01%
1,700
2079
$28 ﹤0.01%
810
2080
$27 ﹤0.01%
400
2081
$27 ﹤0.01%
1,340
2082
$27 ﹤0.01%
750
+300
2083
$27 ﹤0.01%
1,250
2084
$26 ﹤0.01%
500
2085
$26 ﹤0.01%
355
-958
2086
$26 ﹤0.01%
1,200
2087
$26 ﹤0.01%
2,055
2088
$26 ﹤0.01%
500
-660
2089
$25 ﹤0.01%
1,180
2090
$25 ﹤0.01%
2,600
2091
$25 ﹤0.01%
2,820
2092
$25 ﹤0.01%
400
2093
$25 ﹤0.01%
1,525
2094
$25 ﹤0.01%
+40
2095
$24 ﹤0.01%
810
2096
$24 ﹤0.01%
2,430
-7,900
2097
$24 ﹤0.01%
1,250
2098
$24 ﹤0.01%
1,290
2099
$24 ﹤0.01%
80
2100
$24 ﹤0.01%
4,600
-1,115
82 83
84
85 86