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
601
$1.73M 0.02%
25,550
+3,000
602
$1.73M 0.02%
55,300
603
$1.73M 0.02%
71,000
+9,800
604
$1.73M 0.02%
59,500
605
$1.72M 0.02%
43,292
-1,761
606
$1.71M 0.02%
40,240
607
$1.71M 0.02%
12,000
608
$1.7M 0.02%
22,500
+5,000
609
$1.69M 0.02%
13,664
610
$1.69M 0.02%
28,340
-24,600
611
$1.69M 0.02%
34,273
612
$1.68M 0.02%
29,100
613
$1.68M 0.02%
49,600
614
$1.68M 0.02%
28,500
615
$1.68M 0.02%
40,150
616
$1.68M 0.02%
36,620
617
$1.68M 0.02%
4,113
618
$1.67M 0.02%
31,900
619
$1.67M 0.02%
49,140
+1,000
620
$1.67M 0.02%
23,200
621
$1.66M 0.02%
21,927
-1,000
622
$1.66M 0.02%
24,100
623
$1.65M 0.02%
25,400
624
$1.65M 0.02%
45,924
-8,000
625
$1.63M 0.02%
33,435
23 24
25
26 27