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
901
$735K 0.01%
14,000
902
$732K 0.01%
32,000
+5,000
903
$732K 0.01%
29,900
904
$730K 0.01%
15,300
-3,500
905
$730K 0.01%
20,200
906
$729K 0.01%
14,800
907
$728K 0.01%
8,800
908
$727K 0.01%
25,429
+6,000
909
$721K 0.01%
12,000
910
$715K 0.01%
18,000
911
$713K 0.01%
37,840
912
$711K 0.01%
18,300
913
$709K 0.01%
9,250
-1,850
914
$707K 0.01%
1,670
915
$706K 0.01%
30,303
+2,900
916
$706K 0.01%
17,096
-1,600
917
$703K 0.01%
22,800
918
$702K 0.01%
6,500
919
$702K 0.01%
10,000
920
$701K 0.01%
26,665
921
$700K 0.01%
80,772
-2
922
$694K 0.01%
3,910
-1,000
923
$692K 0.01%
20,600
924
$691K 0.01%
8,043
+133
925
$691K 0.01%
23,500
-14,900
35 36
37
38 39