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
551
$2.03M 0.03%
40,000
-27,650
552
$2.02M 0.03%
36,710
+2,000
553
$2.02M 0.03%
60,200
554
$2.02M 0.03%
37,400
555
$2.02M 0.03%
24,100
556
$2.01M 0.03%
18,620
557
$2M 0.03%
32,700
558
$2M 0.03%
41,100
559
$2M 0.03%
79,750
560
$1.98M 0.03%
18,320
561
$1.98M 0.03%
51,430
562
$1.97M 0.03%
89,200
-46,000
563
$1.96M 0.03%
40,240
564
$1.95M 0.03%
101,834
565
$1.95M 0.03%
73,089
-500
566
$1.95M 0.03%
158,400
567
$1.95M 0.03%
20,000
568
$1.94M 0.03%
30,100
569
$1.94M 0.03%
77,970
-10,000
570
$1.93M 0.03%
89,217
-7,000
571
$1.93M 0.03%
61,080
-17,400
572
$1.93M 0.03%
45,898
573
$1.92M 0.03%
44,045
-575
574
$1.91M 0.03%
27,420
-900
575
$1.91M 0.03%
57,747
+1,993
21 22
23
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