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
2101
$24 ﹤0.01%
+406
2102
$23 ﹤0.01%
1,250
2103
$23 ﹤0.01%
1,830
2104
$23 ﹤0.01%
1,100
2105
$23 ﹤0.01%
700
2106
$22 ﹤0.01%
1,225
2107
$22 ﹤0.01%
615
2108
$22 ﹤0.01%
1,000
2109
$22 ﹤0.01%
640
2110
$22 ﹤0.01%
10,000
+4,788
2111
$21 ﹤0.01%
450
2112
$21 ﹤0.01%
580
2113
$21 ﹤0.01%
360
2114
$21 ﹤0.01%
800
2115
$21 ﹤0.01%
995
2116
$21 ﹤0.01%
858
2117
$21 ﹤0.01%
400
2118
$21 ﹤0.01%
955
2119
$21 ﹤0.01%
2,615
2120
$21 ﹤0.01%
175
2121
$21 ﹤0.01%
4,404
2122
$21 ﹤0.01%
380
2123
$20 ﹤0.01%
560
2124
$20 ﹤0.01%
1,100
2125
$20 ﹤0.01%
3,365
83 84
85
86 87