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
901
$761K 0.01%
12,200
902
$757K 0.01%
40,500
903
$756K 0.01%
38,747
-3,414
904
$754K 0.01%
6,400
-1,000
905
$754K 0.01%
22,300
+6,100
906
$747K 0.01%
10,700
-2,500
907
$746K 0.01%
15,000
+2,800
908
$743K 0.01%
8,800
909
$741K 0.01%
26,670
910
$740K 0.01%
14,000
-500
911
$738K 0.01%
10,100
912
$738K 0.01%
22,500
913
$737K 0.01%
9,700
-300
914
$736K 0.01%
+17,300
915
$736K 0.01%
11,500
916
$735K 0.01%
12,960
+300
917
$733K 0.01%
+8,363
918
$731K 0.01%
7,010
-1,500
919
$728K 0.01%
28,900
920
$727K 0.01%
8,200
+2,200
921
$723K 0.01%
131,500
922
$719K 0.01%
13,546
-5,000
923
$717K 0.01%
27,500
924
$716K 0.01%
18,300
925
$713K 0.01%
18,050
35 36
37
38 39