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
$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
351
$3.75M 0.05%
14,828
352
$3.72M 0.05%
46,050
-400
353
$3.71M 0.05%
65,853
354
$3.7M 0.05%
84,105
355
$3.7M 0.05%
76,029
356
$3.68M 0.05%
39,800
357
$3.66M 0.05%
86,977
-5,000
358
$3.65M 0.05%
20,710
+2,400
359
$3.63M 0.05%
26,720
360
$3.62M 0.05%
50,806
-15,750
361
$3.62M 0.05%
144,254
362
$3.62M 0.05%
64,541
363
$3.6M 0.05%
61,802
+200
364
$3.58M 0.05%
40,722
-1,900
365
$3.58M 0.05%
104,400
+5,200
366
$3.56M 0.05%
28,520
367
$3.54M 0.05%
111,850
368
$3.54M 0.05%
28,443
369
$3.54M 0.05%
76,130
370
$3.54M 0.05%
95,977
-1,100
371
$3.49M 0.05%
33,050
+600
372
$3.47M 0.05%
133,677
373
$3.45M 0.05%
36,945
+1,000
374
$3.42M 0.05%
51,520
+1,200
375
$3.41M 0.05%
32,000
+1,000
13 14
15
16 17