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
951
$607K 0.01%
10,000
952
$606K 0.01%
13,000
953
$596K 0.01%
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954
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955
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957
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11,550
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960
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961
$580K 0.01%
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964
$576K 0.01%
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9,600
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18,413
972
$565K 0.01%
+15,000
973
$564K 0.01%
16,700
974
$563K 0.01%
9,600
975
$558K 0.01%
12,400
-600
37 38
39
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