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
701
$1.31M 0.02%
49,471
702
$1.31M 0.02%
35,000
+7,000
703
$1.3M 0.02%
44,500
+10,000
704
$1.3M 0.02%
11,900
705
$1.28M 0.02%
28,492
-600
706
$1.28M 0.02%
28,976
-2,150
707
$1.28M 0.02%
60,600
708
$1.27M 0.02%
40,600
-5,763
709
$1.27M 0.02%
26,470
-12,400
710
$1.27M 0.02%
44,300
-5,000
711
$1.27M 0.02%
42,200
-500
712
$1.27M 0.02%
18,400
+3,000
713
$1.27M 0.02%
51,364
714
$1.26M 0.02%
18,600
715
$1.26M 0.02%
36,400
716
$1.26M 0.02%
101,400
-400
717
$1.26M 0.02%
61,400
-300
718
$1.25M 0.02%
34,640
719
$1.25M 0.02%
25,500
+1,000
720
$1.24M 0.02%
13,876
-500
721
$1.24M 0.02%
17,170
+3,500
722
$1.24M 0.02%
37,820
+1,800
723
$1.23M 0.02%
51,420
+21,450
724
$1.23M 0.02%
37,835
725
$1.22M 0.02%
46,900
27 28
29
30 31