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
451
$2.74M 0.04%
36,706
-3,103
452
$2.73M 0.04%
19,750
453
$2.71M 0.04%
52,355
454
$2.71M 0.04%
32,669
455
$2.71M 0.04%
51,502
-726
456
$2.7M 0.04%
26,200
457
$2.7M 0.04%
38,510
458
$2.69M 0.04%
94,667
+10,071
459
$2.67M 0.04%
82,593
-1,502
460
$2.67M 0.04%
1,118
461
$2.66M 0.04%
47,920
462
$2.66M 0.04%
93,178
463
$2.65M 0.04%
97,814
-33,663
464
$2.65M 0.04%
42,820
465
$2.65M 0.04%
66,525
466
$2.65M 0.04%
35,870
+1,500
467
$2.64M 0.04%
27,800
468
$2.64M 0.04%
42,268
469
$2.63M 0.04%
38,830
-2,000
470
$2.61M 0.04%
127,750
-17,500
471
$2.61M 0.04%
5,836,040
472
$2.6M 0.04%
55,450
473
$2.6M 0.04%
49,600
474
$2.58M 0.04%
32,430
475
$2.56M 0.04%
48,000
+8,200
17 18
19
20 21