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
$7B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.26M
3
+$2.53M
4
WYNN icon
Wynn Resorts
WYNN
+$2.47M
5
PGR icon
Progressive
PGR
+$2.22M

Top Sells

1
+$17.2M
2
+$9.09M
3
+$8.99M
4
NVE
NV ENERGY, INC
NVE
+$4.98M
5
PM icon
Philip Morris
PM
+$4.1M

Sector Composition

1 Financials 14.57%
2 Technology 13.39%
3 Healthcare 12.91%
4 Industrials 11.1%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.94M 0.08%
32,282
+3,300
227
$5.94M 0.08%
186,900
228
$5.92M 0.08%
46,038
+600
229
$5.92M 0.08%
40,640
+1,400
230
$5.92M 0.08%
42,670
-200
231
$5.87M 0.08%
55,948
-500
232
$5.84M 0.08%
338,531
+9,500
233
$5.77M 0.08%
77,625
+1,200
234
$5.76M 0.08%
158,256
+5,900
235
$5.65M 0.08%
144,598
-500
236
$5.58M 0.08%
81,440
-500
237
$5.56M 0.08%
84,953
238
$5.56M 0.08%
122,003
-3,700
239
$5.55M 0.08%
118,087
-227
240
$5.54M 0.08%
154,027
-17,930
241
$5.54M 0.08%
127,502
242
$5.51M 0.08%
257,544
-104
243
$5.49M 0.08%
109,010
-9,550
244
$5.45M 0.08%
130,500
245
$5.4M 0.08%
60,349
-3,925
246
$5.35M 0.08%
207,220
-12,200
247
$5.33M 0.08%
95,576
+1,500
248
$5.31M 0.08%
268,718
+8,758
249
$5.3M 0.08%
70,384
+1,500
250
$5.21M 0.07%
34,638
-4,400
8 9
10
11 12