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
951
$664K 0.01%
41,876
+16,065
952
$657K 0.01%
+112,455
953
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66,341
-6,400
954
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11,500
-300
955
$649K 0.01%
23,100
956
$647K 0.01%
24,600
957
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24,300
-4,000
958
$642K 0.01%
37,840
959
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29,300
960
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18,445
-67
961
$632K 0.01%
12,925
962
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11,300
963
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28,000
964
$623K 0.01%
17,188
-1,628
965
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10,000
966
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12,500
-100
967
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19,850
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968
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969
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24,500
970
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35,700
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971
$611K 0.01%
8,700
-7,000
972
$611K 0.01%
34,200
973
$610K 0.01%
10,000
974
$605K 0.01%
9,000
975
$604K 0.01%
10,500
37 38
39
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