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
526
$2.22M 0.03%
90,860
527
$2.22M 0.03%
225,683
528
$2.2M 0.03%
22,591
+15,050
529
$2.19M 0.03%
38,340
-4,960
530
$2.17M 0.03%
38,940
+3,500
531
$2.17M 0.03%
23,932
532
$2.17M 0.03%
114,600
533
$2.17M 0.03%
48,516
-5,000
534
$2.16M 0.03%
30,020
+2,500
535
$2.15M 0.03%
65,247
536
$2.15M 0.03%
1,746
-100
537
$2.15M 0.03%
39,330
-600
538
$2.14M 0.03%
14,490
539
$2.14M 0.03%
48,100
+5,100
540
$2.14M 0.03%
19,920
541
$2.13M 0.03%
17,000
542
$2.12M 0.03%
31,114
543
$2.1M 0.03%
30,806
+10,132
544
$2.1M 0.03%
124,360
545
$2.09M 0.03%
30,264
546
$2.08M 0.03%
26,096
-1,000
547
$2.08M 0.03%
42,413
548
$2.06M 0.03%
30,400
+4,800
549
$2.06M 0.03%
66,347
+2,900
550
$2.05M 0.03%
31,020
20 21
22
23 24