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
676
$1.28M 0.02%
40,275
-3,825
677
$1.28M 0.02%
36,100
678
$1.28M 0.02%
34,930
-2,500
679
$1.27M 0.02%
25,500
680
$1.27M 0.02%
20,200
681
$1.26M 0.02%
24,370
682
$1.26M 0.02%
26,830
683
$1.26M 0.02%
16,000
+1,000
684
$1.26M 0.02%
22,700
685
$1.26M 0.02%
30,000
686
$1.25M 0.02%
66,100
+8,600
687
$1.25M 0.02%
47,900
688
$1.25M 0.02%
2,200
-100
689
$1.25M 0.02%
25,000
690
$1.25M 0.02%
14,200
691
$1.25M 0.02%
45,054
-7,400
692
$1.25M 0.02%
40,150
693
$1.24M 0.02%
54,330
694
$1.24M 0.02%
61,700
-3,800
695
$1.24M 0.02%
19,000
+12,500
696
$1.24M 0.02%
40,074
697
$1.23M 0.02%
56,363
698
$1.23M 0.02%
31,540
-15,400
699
$1.23M 0.02%
47,961
+14,500
700
$1.22M 0.02%
43,562
-61,835
26 27
28
29 30