Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$6.39M
3
+$2.51M
4
ETR icon
Entergy
ETR
+$2.48M
5
UIL
UIL HOLDINGS
UIL
+$2.27M

Top Sells

1
+$11.9M
2
+$10.3M
3
+$6.92M
4
PG icon
Procter & Gamble
PG
+$5.36M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.02M

Sector Composition

1 Financials 14.04%
2 Technology 13.7%
3 Healthcare 13.19%
4 Industrials 10.93%
5 Energy 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.3M 0.03%
36,800
-1,100
527
$2.3M 0.03%
74,260
-12,850
528
$2.29M 0.03%
25,200
-1,000
529
$2.28M 0.03%
53,100
-3,600
530
$2.28M 0.03%
46,900
-2,700
531
$2.27M 0.03%
64,800
532
$2.26M 0.03%
30,906
+100
533
$2.25M 0.03%
42,786
+520
534
$2.25M 0.03%
18,680
+60
535
$2.25M 0.03%
52,820
-9,700
536
$2.24M 0.03%
54,546
+6,030
537
$2.24M 0.03%
50,777
-725
538
$2.23M 0.03%
48,758
-19,550
539
$2.22M 0.03%
40,141
540
$2.21M 0.03%
87,200
+28,900
541
$2.2M 0.03%
30,314
-800
542
$2.2M 0.03%
24,100
543
$2.19M 0.03%
36,940
-2,000
544
$2.19M 0.03%
29,400
545
$2.19M 0.03%
89,217
546
$2.19M 0.03%
45,898
547
$2.17M 0.03%
34,300
+8,000
548
$2.16M 0.03%
55,367
-2,800
549
$2.15M 0.03%
44,327
550
$2.15M 0.03%
41,700
+3,000
20 21
22
23 24