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
$7B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,354
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.26M
3
+$2.53M
4
WYNN icon
Wynn Resorts
WYNN
+$2.47M
5
PGR icon
Progressive
PGR
+$2.22M

Top Sells

1
+$17.2M
2
+$9.09M
3
+$8.99M
4
NVE
NV ENERGY, INC
NVE
+$4.98M
5
PM icon
Philip Morris
PM
+$4.1M

Sector Composition

1 Financials 14.57%
2 Technology 13.39%
3 Healthcare 12.91%
4 Industrials 11.1%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$913K 0.01%
6,200
+1,000
827
$912K 0.01%
13,100
828
$911K 0.01%
13,769
829
$909K 0.01%
14,600
-900
830
$907K 0.01%
22,500
+3,500
831
$903K 0.01%
18,400
832
$903K 0.01%
18,800
833
$903K 0.01%
32,900
834
$901K 0.01%
34,520
+4,000
835
$899K 0.01%
21,200
+300
836
$898K 0.01%
27,500
-2,200
837
$898K 0.01%
10,000
838
$897K 0.01%
6,750
+3,000
839
$895K 0.01%
7,010
840
$894K 0.01%
26,800
-4,000
841
$891K 0.01%
17,000
842
$889K 0.01%
14,227
-8,362
843
$884K 0.01%
11,900
844
$883K 0.01%
12,957
845
$880K 0.01%
41,800
+5,000
846
$878K 0.01%
15,100
847
$866K 0.01%
13,670
-4,600
848
$857K 0.01%
25,833
+7,500
849
$856K 0.01%
8,000
850
$855K 0.01%
11,700
-2,700
32 33
34
35 36