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
2301
– –
-630
2302
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-12,100
2303
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-19,500
2304
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-4,000
2305
– –
-25,700
2306
$0 ﹤0.01%
10
2307
$0 ﹤0.01%
10
2308
$0 ﹤0.01%
5
2309
– –
-4,651
2310
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-200
2311
$0 ﹤0.01%
10
2312
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1
2313
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-10,000
2314
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-9,000
2315
$0 ﹤0.01%
20
2316
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25
2318
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-5,700
2319
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10
2320
– –
-154,500
2321
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-1,250
2322
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-300
2323
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-120,000
2324
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-66
2325
– –
-600
90 91 92
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