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
251
$5.5M 0.08%
39,340
-1,300
252
$5.45M 0.08%
267,066
+32,300
253
$5.43M 0.08%
176,004
+11,596
254
$5.41M 0.08%
62,726
+1,000
255
$5.37M 0.08%
130,500
256
$5.36M 0.08%
90,343
257
$5.32M 0.08%
115,981
+41,872
258
$5.3M 0.08%
133,865
259
$5.27M 0.07%
107,502
-20,000
260
$5.27M 0.07%
183,575
+625
261
$5.25M 0.07%
85,080
+2,000
262
$5.25M 0.07%
79,073
-5,880
263
$5.24M 0.07%
64,595
-100
264
$5.24M 0.07%
79,758
265
$5.18M 0.07%
64,197
-1,100
266
$5.15M 0.07%
91,576
-4,000
267
$5.12M 0.07%
69,519
+3,200
268
$5.1M 0.07%
86,600
269
$5.02M 0.07%
142,176
-12,736
270
$5.01M 0.07%
142,157
271
$4.97M 0.07%
102,220
272
$4.97M 0.07%
52,400
-100
273
$4.96M 0.07%
347,698
+16,700
274
$4.96M 0.07%
82,370
275
$4.92M 0.07%
42,910
+10,000
9 10
11
12 13