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
201
$15.2K 0.1%
296,883
+2,084
202
$15K 0.1%
65,320
-6,385
203
$14.9K 0.09%
39,970
-1,336
204
$14.8K 0.09%
317,843
+70,057
205
$14.7K 0.09%
204,749
+19,164
206
$14.5K 0.09%
134,213
+19,343
207
$14.5K 0.09%
226,833
+6,300
208
$14.4K 0.09%
87,045
-830
209
$14.4K 0.09%
261,645
+14,829
210
$14.1K 0.09%
171,324
+2,045
211
$14.1K 0.09%
168,076
-398,293
212
$14.1K 0.09%
49,625
+17,734
213
$14K 0.09%
108,618
-23,840
214
$14K 0.09%
389,253
+83,555
215
$14K 0.09%
186,944
+6,860
216
$13.9K 0.09%
176,460
-1,600
217
$13.8K 0.09%
93,056
-2,900
218
$13.7K 0.09%
314,733
219
$13.5K 0.09%
139,875
+55,155
220
$13.5K 0.09%
497,140
-16,000
221
$13.5K 0.09%
89,986
-27,144
222
$13.4K 0.09%
57,837
-4,210
223
$13.3K 0.08%
245,530
-6,800
224
$13.3K 0.08%
326,717
+237,292
225
$13.3K 0.08%
48,851
-52,246
7 8
9
10 11