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
976
$600K 0.01%
15,700
-2,500
977
$599K 0.01%
9,004
978
$599K 0.01%
19,152
979
$597K 0.01%
20,600
-100
980
$597K 0.01%
14,400
981
$595K 0.01%
6,400
-900
982
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13,000
983
$593K 0.01%
9,300
984
$593K 0.01%
54,730
-37,600
985
$584K 0.01%
6,200
986
$584K 0.01%
18,700
987
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22,700
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988
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9,280
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989
$573K 0.01%
38,400
990
$573K 0.01%
50,800
991
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1,670
992
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21,300
993
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17,000
994
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26,000
-7,500
995
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31,120
-10,000
996
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19,410
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997
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11,100
-7,000
998
$552K 0.01%
12,400
999
$551K 0.01%
8,200
1000
$549K 0.01%
13,500
-31
38 39
40
41 42