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
376
$3.4M 0.05%
59,040
+6,100
377
$3.4M 0.05%
77,240
+3,200
378
$3.4M 0.05%
43,220
379
$3.38M 0.05%
61,260
+7,700
380
$3.34M 0.05%
85,863
-12,096
381
$3.32M 0.05%
68,890
-14,883
382
$3.31M 0.05%
75,257
-7,100
383
$3.31M 0.05%
109,200
+39,300
384
$3.31M 0.05%
42,910
-3,200
385
$3.29M 0.05%
73,740
386
$3.29M 0.05%
62,711
387
$3.27M 0.05%
10,900
+900
388
$3.26M 0.05%
111,082
+647
389
$3.25M 0.05%
39,078
-7,000
390
$3.25M 0.05%
227,945
+2,000
391
$3.24M 0.05%
51,539
392
$3.24M 0.05%
208,000
+8,000
393
$3.23M 0.05%
37,158
-600
394
$3.22M 0.05%
73,300
-21,050
395
$3.21M 0.05%
129,534
396
$3.18M 0.05%
28,400
397
$3.17M 0.05%
48,429
+5,000
398
$3.17M 0.05%
80,790
399
$3.17M 0.05%
62,736
+4,700
400
$3.17M 0.05%
58,140
14 15
16
17 18