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
826
$926K 0.01%
24,038
827
$924K 0.01%
19,800
+2,800
828
$924K 0.01%
54,760
829
$921K 0.01%
80,772
830
$920K 0.01%
14,000
831
$916K 0.01%
14,100
832
$913K 0.01%
13,800
833
$912K 0.01%
22,000
834
$910K 0.01%
10,000
835
$906K 0.01%
3,700
-2,200
836
$902K 0.01%
52,100
837
$901K 0.01%
57,200
838
$894K 0.01%
20,530
839
$893K 0.01%
14,600
840
$892K 0.01%
17,000
841
$888K 0.01%
18,400
842
$888K 0.01%
18,400
843
$888K 0.01%
13,300
-23,000
844
$887K 0.01%
12,800
-500
845
$885K 0.01%
48,000
846
$884K 0.01%
34,705
-4,545
847
$884K 0.01%
14,200
848
$883K 0.01%
11,043
+3,000
849
$880K 0.01%
8,000
850
$878K 0.01%
32,330
+5,000
32 33
34
35 36