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
726
$1.19M 0.02%
30,333
+4,500
727
$1.19M 0.02%
40,800
728
$1.18M 0.02%
27,600
729
$1.17M 0.02%
14,376
730
$1.17M 0.02%
25,250
-850
731
$1.17M 0.02%
84,000
+43,500
732
$1.17M 0.02%
49,471
733
$1.16M 0.02%
40,061
-7,900
734
$1.16M 0.02%
20,007
735
$1.16M 0.02%
15,700
736
$1.16M 0.02%
16,100
737
$1.16M 0.02%
34,000
738
$1.15M 0.02%
81,913
-1,300
739
$1.15M 0.02%
32,400
740
$1.15M 0.02%
20,300
741
$1.14M 0.02%
59,400
742
$1.14M 0.02%
38,046
-5,389
743
$1.14M 0.02%
42,000
+16,000
744
$1.14M 0.02%
30,840
-16,500
745
$1.13M 0.02%
60,600
-6,600
746
$1.13M 0.02%
15,600
747
$1.13M 0.02%
7,015
748
$1.13M 0.02%
42,800
-43,000
749
$1.13M 0.02%
66,300
750
$1.11M 0.02%
9,816
28 29
30
31 32