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
776
$1.04M 0.01%
18,500
777
$1.04M 0.01%
58,000
-13,900
778
$1.04M 0.01%
13,900
779
$1.03M 0.01%
18,546
+5,000
780
$1.03M 0.01%
60,300
781
$1.03M 0.01%
14,000
782
$1.03M 0.01%
6,750
783
$1.02M 0.01%
14,729
784
$1.01M 0.01%
39,050
785
$1.01M 0.01%
23,600
786
$1.01M 0.01%
85,799
787
$1M 0.01%
34,600
-500
788
$1M 0.01%
6,500
-1,500
789
$1M 0.01%
34,840
790
$1M 0.01%
24,440
-4,300
791
$1M 0.01%
16,000
-1,100
792
$998K 0.01%
29,600
793
$996K 0.01%
10,500
794
$995K 0.01%
13,769
795
$991K 0.01%
28,000
+12,000
796
$990K 0.01%
36,130
797
$986K 0.01%
28,600
798
$986K 0.01%
47,319
-25,000
799
$985K 0.01%
16,250
-1,150
800
$981K 0.01%
18,100
-18,900
30 31
32
33 34