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
601
$1.81M 0.03%
55,300
-4,900
602
$1.81M 0.03%
38,820
603
$1.81M 0.03%
31,800
-900
604
$1.8M 0.02%
40,150
605
$1.78M 0.02%
396,752
+160,000
606
$1.78M 0.02%
61,000
607
$1.78M 0.02%
21,927
608
$1.78M 0.02%
40,292
-3,000
609
$1.77M 0.02%
18,320
610
$1.77M 0.02%
48,900
+15,000
611
$1.77M 0.02%
39,949
612
$1.77M 0.02%
37,600
613
$1.76M 0.02%
27,700
614
$1.76M 0.02%
29,522
-3,544
615
$1.75M 0.02%
22,000
+5,000
616
$1.75M 0.02%
37,530
-1,800
617
$1.73M 0.02%
29,100
618
$1.73M 0.02%
27,540
-800
619
$1.72M 0.02%
4,000
620
$1.71M 0.02%
21,600
621
$1.7M 0.02%
16,300
-2,840
622
$1.7M 0.02%
25,000
623
$1.69M 0.02%
59,032
624
$1.68M 0.02%
27,660
-33,600
625
$1.68M 0.02%
3,835
-278
23 24
25
26 27