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
2226
$9 ﹤0.01%
900
2227
$9 ﹤0.01%
100
2228
$8 ﹤0.01%
4,840
2229
$8 ﹤0.01%
+500
2230
$8 ﹤0.01%
170
2231
$8 ﹤0.01%
+400
2232
$8 ﹤0.01%
345
2233
$8 ﹤0.01%
200
-620
2234
$7 ﹤0.01%
130
2235
$7 ﹤0.01%
80
2236
$7 ﹤0.01%
750
2237
$7 ﹤0.01%
550
2238
$7 ﹤0.01%
65
2239
$7 ﹤0.01%
95
2240
$7 ﹤0.01%
450
2241
$7 ﹤0.01%
472
2242
$7 ﹤0.01%
+500
2243
$7 ﹤0.01%
660
2244
$7 ﹤0.01%
147
2245
$6 ﹤0.01%
290
2246
$6 ﹤0.01%
500
-500
2247
$6 ﹤0.01%
400
-1,300
2248
$6 ﹤0.01%
1,335
2249
$6 ﹤0.01%
385
2250
$6 ﹤0.01%
147
88 89
90
91 92