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
126
$12.9M 0.18%
142,508
-1,080
127
$12.9M 0.18%
162,327
-6,743
128
$12.9M 0.18%
222,890
-4,400
129
$12.9M 0.18%
158,711
-2,182
130
$12.8M 0.18%
221,083
-4,108
131
$12.7M 0.18%
138,200
-3,800
132
$12.7M 0.18%
242,945
-2,388
133
$12.6M 0.18%
85,814
-1,144
134
$12.6M 0.17%
320,614
-6,105
135
$12.4M 0.17%
314,515
-5,500
136
$12.2M 0.17%
260,610
-2,400
137
$12.1M 0.17%
150,202
-7,091
138
$12.1M 0.17%
109,049
-1,500
139
$12M 0.17%
386,990
-9,000
140
$11.9M 0.17%
129,528
-2,600
141
$11.8M 0.16%
36,860
142
$11.7M 0.16%
239,750
-700
143
$11.7M 0.16%
225,713
-4,500
144
$11.6M 0.16%
159,551
-850
145
$11.5M 0.16%
196,583
-1,947
146
$11.1M 0.15%
179,791
-8,100
147
$10.9M 0.15%
141,153
+12,400
148
$10.5M 0.15%
149,858
-2,139
149
$10.3M 0.14%
175,290
150
$10.3M 0.14%
111,722
-2,100
4 5
6
7 8