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
801
$981K 0.01%
59,800
-4,000
802
$980K 0.01%
40,600
+25,000
803
$979K 0.01%
47,100
-40,220
804
$976K 0.01%
22,700
-4,500
805
$975K 0.01%
54,161
806
$971K 0.01%
8,510
+1,500
807
$970K 0.01%
13,600
808
$968K 0.01%
22,000
809
$967K 0.01%
21,830
810
$966K 0.01%
13,200
+4,000
811
$962K 0.01%
17,000
812
$951K 0.01%
41,400
813
$950K 0.01%
22,224
814
$949K 0.01%
48,000
815
$947K 0.01%
12,957
816
$947K 0.01%
20,000
817
$946K 0.01%
12,100
818
$944K 0.01%
15,900
819
$941K 0.01%
13,670
820
$939K 0.01%
14,813
+5,200
821
$936K 0.01%
14,500
822
$934K 0.01%
21,350
-2,550
823
$933K 0.01%
34,500
824
$930K 0.01%
15,700
+4,000
825
$926K 0.01%
15,100
31 32
33
34 35