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
2251
$6 ﹤0.01%
240
2252
$6 ﹤0.01%
200
2253
$5 ﹤0.01%
580
2254
$5 ﹤0.01%
76
2255
$5 ﹤0.01%
20
2256
$5 ﹤0.01%
1,150
-1,500
2257
$5 ﹤0.01%
910
2258
$5 ﹤0.01%
95
2259
$4 ﹤0.01%
79
2260
$4 ﹤0.01%
+150
2261
$4 ﹤0.01%
+45
2262
$4 ﹤0.01%
16
-400,000
2263
$4 ﹤0.01%
12
-30
2264
$4 ﹤0.01%
+100
2265
$4 ﹤0.01%
117
2266
$4 ﹤0.01%
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2267
$4 ﹤0.01%
40
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2268
$4 ﹤0.01%
20
2269
$3 ﹤0.01%
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2270
$3 ﹤0.01%
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2271
$3 ﹤0.01%
+83
2272
$3 ﹤0.01%
300
2273
$3 ﹤0.01%
96
2274
$3 ﹤0.01%
34
2275
$3 ﹤0.01%
1
89 90
91
92 93