Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 13.55%
3 Healthcare 13.39%
4 Industrials 10.98%
5 Energy 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.91M 0.03%
17,900
-100
577
$1.91M 0.03%
19,600
+2,100
578
$1.9M 0.03%
29,000
579
$1.9M 0.03%
126,400
580
$1.88M 0.03%
49,230
581
$1.87M 0.03%
29,400
-1,000
582
$1.86M 0.03%
44,327
583
$1.86M 0.03%
27,620
+5,800
584
$1.86M 0.03%
91,166
+80,000
585
$1.85M 0.03%
20,900
586
$1.85M 0.03%
21,901
587
$1.85M 0.03%
38,820
588
$1.83M 0.03%
70,966
+2,500
589
$1.83M 0.03%
21,240
590
$1.83M 0.03%
85,600
+3,600
591
$1.82M 0.03%
29,262
-3,200
592
$1.81M 0.03%
24,961
593
$1.8M 0.03%
10,610
594
$1.8M 0.03%
61,000
595
$1.8M 0.03%
38,870
-12,600
596
$1.77M 0.03%
52,900
597
$1.76M 0.03%
41,500
+26,500
598
$1.76M 0.03%
33,066
+4,500
599
$1.74M 0.02%
120,408
-45,495
600
$1.74M 0.02%
56,840
-30,000
22 23
24
25 26