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
626
$1.62M 0.02%
59,032
627
$1.62M 0.02%
1,365
628
$1.62M 0.02%
27,700
629
$1.62M 0.02%
26,300
+5,000
630
$1.61M 0.02%
45,900
631
$1.61M 0.02%
40,400
632
$1.59M 0.02%
25,300
+15,300
633
$1.58M 0.02%
32,404
+21,600
634
$1.57M 0.02%
4,000
635
$1.56M 0.02%
40,430
636
$1.56M 0.02%
42,500
+3,500
637
$1.55M 0.02%
25,500
638
$1.55M 0.02%
16,500
+1,900
639
$1.55M 0.02%
21,150
640
$1.54M 0.02%
100,000
641
$1.54M 0.02%
37,030
642
$1.51M 0.02%
19,200
643
$1.51M 0.02%
92,000
-2,000
644
$1.5M 0.02%
39,949
+14,000
645
$1.49M 0.02%
14,900
646
$1.49M 0.02%
29,331
647
$1.48M 0.02%
58,300
648
$1.48M 0.02%
40,030
-2,000
649
$1.48M 0.02%
45,420
650
$1.47M 0.02%
57,313
24 25
26
27 28