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
701
$1.31M 0.02%
23,981
-4,300
702
$1.3M 0.02%
22,700
703
$1.3M 0.02%
54,330
704
$1.29M 0.02%
25,000
-3,000
705
$1.29M 0.02%
38,000
706
$1.28M 0.02%
101,800
+10,000
707
$1.27M 0.02%
85,738
-1,600
708
$1.27M 0.02%
14,252
709
$1.27M 0.02%
18,600
710
$1.27M 0.02%
11,900
711
$1.27M 0.02%
24,830
712
$1.26M 0.02%
51,364
713
$1.26M 0.02%
9,800
714
$1.26M 0.02%
31,410
+25,400
715
$1.25M 0.02%
47,978
-5,000
716
$1.25M 0.02%
31,126
717
$1.25M 0.02%
29,953
718
$1.23M 0.02%
56,100
-3,962
719
$1.23M 0.02%
30,800
720
$1.22M 0.02%
29,092
721
$1.21M 0.02%
20,000
+2,000
722
$1.2M 0.02%
89,400
-11,500
723
$1.2M 0.02%
15,400
724
$1.2M 0.02%
17,987
725
$1.19M 0.02%
24,500
27 28
29
30 31