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
2276
$3 ﹤0.01%
200
-550
2277
$3 ﹤0.01%
+200
2278
$3 ﹤0.01%
28
2279
$3 ﹤0.01%
+85
2280
$3 ﹤0.01%
590
2281
$2 ﹤0.01%
26
2282
$2 ﹤0.01%
21
2283
$2 ﹤0.01%
972
2284
$2 ﹤0.01%
20
-900
2285
$2 ﹤0.01%
10
2286
$2 ﹤0.01%
+39
2287
$2 ﹤0.01%
300
-1,800
2288
$2 ﹤0.01%
61
2289
$2 ﹤0.01%
105
2290
$2 ﹤0.01%
1,360
2291
$1 ﹤0.01%
20
2292
$1 ﹤0.01%
60
2293
– –
-338,507
2294
– –
-144,172
2295
– –
-22,800
2296
– –
-65,000
2297
– –
-2,188
2298
– –
-1,020
2299
– –
-10
2300
– –
-1,500
90 91
92
93 94