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
851
$877K 0.01%
14,000
852
$876K 0.01%
49,435
853
$864K 0.01%
16,000
854
$862K 0.01%
20,132
855
$852K 0.01%
52,051
-21,900
856
$847K 0.01%
101,300
+15,000
857
$846K 0.01%
40,500
858
$846K 0.01%
23,455
859
$843K 0.01%
15,900
860
$841K 0.01%
3,107
-793
861
$840K 0.01%
20,750
862
$839K 0.01%
11,900
863
$839K 0.01%
28,100
+13,200
864
$835K 0.01%
1,400
865
$832K 0.01%
41,600
866
$830K 0.01%
22,039
-1,600
867
$828K 0.01%
7,400
-19,300
868
$827K 0.01%
9,250
869
$826K 0.01%
14,267
+2,000
870
$823K 0.01%
42,161
-5,121
871
$818K 0.01%
21,200
872
$814K 0.01%
22,325
+1,525
873
$814K 0.01%
39,850
-5,000
874
$813K 0.01%
+40,000
875
$805K 0.01%
42,080
33 34
35
36 37