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
651
$1.47M 0.02%
30,750
652
$1.47M 0.02%
65,445
653
$1.46M 0.02%
40,030
654
$1.46M 0.02%
28,930
-5,000
655
$1.45M 0.02%
48,834
656
$1.45M 0.02%
27,430
657
$1.45M 0.02%
16,710
658
$1.44M 0.02%
28,762
-2,500
659
$1.44M 0.02%
50,280
660
$1.44M 0.02%
31,700
+2,000
661
$1.43M 0.02%
40,900
662
$1.43M 0.02%
31,364
663
$1.43M 0.02%
39,171
664
$1.42M 0.02%
100,500
+9,500
665
$1.42M 0.02%
16,266
666
$1.41M 0.02%
37,600
667
$1.41M 0.02%
46,363
668
$1.41M 0.02%
+39,217
669
$1.41M 0.02%
28,614
670
$1.41M 0.02%
59,200
-600
671
$1.41M 0.02%
42,753
672
$1.4M 0.02%
55,100
673
$1.4M 0.02%
42,700
674
$1.39M 0.02%
29,930
675
$1.39M 0.02%
74,600
25 26
27
28 29