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
726
$1.22M 0.02%
25,250
727
$1.22M 0.02%
48,120
-2,500
728
$1.22M 0.02%
45,320
+15,000
729
$1.22M 0.02%
30,250
-550
730
$1.22M 0.02%
26,800
731
$1.21M 0.02%
49,280
+7,200
732
$1.21M 0.02%
31,830
-8,200
733
$1.21M 0.02%
27,600
734
$1.2M 0.02%
+33,205
735
$1.2M 0.02%
75,400
-6,513
736
$1.2M 0.02%
28,400
-3,300
737
$1.18M 0.02%
63,200
-3,100
738
$1.18M 0.02%
50,100
-6,000
739
$1.18M 0.02%
30,300
-2,100
740
$1.17M 0.02%
46,200
+5,600
741
$1.17M 0.02%
23,600
742
$1.17M 0.02%
41,300
+3,200
743
$1.17M 0.02%
13,500
+200
744
$1.17M 0.02%
13,652
-600
745
$1.16M 0.02%
9,816
746
$1.16M 0.02%
76,483
-9,255
747
$1.16M 0.02%
40,800
748
$1.15M 0.02%
28,614
749
$1.15M 0.02%
19,581
-4,400
750
$1.14M 0.02%
13,600
28 29
30
31 32