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
$6.53B
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.9M
3
+$2.48M
4
POR icon
Portland General Electric
POR
+$2.42M
5
UIL
UIL HOLDINGS
UIL
+$2.2M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$8.07M
4
IBM icon
IBM
IBM
+$5.92M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.82M

Sector Composition

1 Financials 14.04%
2 Technology 13.31%
3 Healthcare 13.03%
4 Industrials 10.58%
5 Energy 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.48M 0.02%
27,100
-20,000
627
$1.48M 0.02%
18,320
628
$1.48M 0.02%
24,600
+4,100
629
$1.47M 0.02%
86,450
+9,800
630
$1.47M 0.02%
40,030
631
$1.47M 0.02%
75,208
-10,986
632
$1.46M 0.02%
48,765
+300
633
$1.46M 0.02%
58,300
-2,800
634
$1.46M 0.02%
23,720
-400
635
$1.46M 0.02%
21,481
+6,500
636
$1.45M 0.02%
64,654
-6,800
637
$1.45M 0.02%
40,240
-900
638
$1.45M 0.02%
40,430
639
$1.45M 0.02%
44,775
+4,950
640
$1.44M 0.02%
56,200
-30,100
641
$1.44M 0.02%
18,000
642
$1.43M 0.02%
45,140
-300
643
$1.43M 0.02%
48,563
+2,200
644
$1.43M 0.02%
52,629
+3,795
645
$1.43M 0.02%
21,320
646
$1.43M 0.02%
40,030
-19,900
647
$1.41M 0.02%
22,589
-8,605
648
$1.41M 0.02%
48,000
649
$1.41M 0.02%
61,000
+1,500
650
$1.41M 0.02%
14,900
24 25
26
27 28