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
651
$1.4M 0.02%
19,200
-4,000
652
$1.4M 0.02%
97,538
-13,800
653
$1.4M 0.02%
32,800
+6,500
654
$1.38M 0.02%
33,364
655
$1.37M 0.02%
73,351
-13,100
656
$1.37M 0.02%
88,800
657
$1.36M 0.02%
46,900
658
$1.36M 0.02%
21,300
-200
659
$1.36M 0.02%
16,710
660
$1.35M 0.02%
32,773
-4,200
661
$1.35M 0.02%
105,200
662
$1.34M 0.02%
32,800
-43,500
663
$1.34M 0.02%
37,030
664
$1.34M 0.02%
34,500
665
$1.34M 0.02%
20,100
+1,000
666
$1.33M 0.02%
38,600
667
$1.33M 0.02%
31,900
668
$1.33M 0.02%
4,000
669
$1.33M 0.02%
61,200
-6,800
670
$1.32M 0.02%
57,525
671
$1.32M 0.02%
30,231
-1,100
672
$1.32M 0.02%
1,365
673
$1.31M 0.02%
108,300
-5,000
674
$1.31M 0.02%
32,000
675
$1.29M 0.02%
12,200
25 26
27
28 29