Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.05B
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,363
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$7.13M
3
+$5.37M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.52M
5
O icon
Realty Income
O
+$2.25M

Top Sells

1
+$10.5M
2
+$7.89M
3
+$4.44M
4
WYNN icon
Wynn Resorts
WYNN
+$3.3M
5
PG icon
Procter & Gamble
PG
+$3.15M

Sector Composition

1 Financials 14.41%
2 Technology 13.57%
3 Healthcare 13.39%
4 Industrials 10.96%
5 Energy 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.99M 0.09%
61,485
+1,136
227
$5.97M 0.08%
52,171
-24,900
228
$5.94M 0.08%
122,003
229
$5.89M 0.08%
154,450
+65,950
230
$5.86M 0.08%
186,900
231
$5.81M 0.08%
283,491
+109,100
232
$5.79M 0.08%
173,880
+5,000
233
$5.79M 0.08%
144,598
234
$5.72M 0.08%
105,671
235
$5.71M 0.08%
261,718
-7,000
236
$5.7M 0.08%
42,670
237
$5.69M 0.08%
159,080
238
$5.68M 0.08%
106,910
-2,100
239
$5.67M 0.08%
33,638
-1,000
240
$5.66M 0.08%
182,655
-1,523
241
$5.65M 0.08%
85,501
-17,528
242
$5.64M 0.08%
77,625
243
$5.63M 0.08%
81,399
+7,969
244
$5.59M 0.08%
230,890
-93,000
245
$5.59M 0.08%
151,056
-7,200
246
$5.57M 0.08%
25,081
-14,850
247
$5.56M 0.08%
162,040
+40,000
248
$5.55M 0.08%
46,338
+300
249
$5.54M 0.08%
81,440
250
$5.53M 0.08%
118,087
8 9
10
11 12