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
901
$750K 0.01%
14,400
+7,800
902
$749K 0.01%
30,320
-4,200
903
$748K 0.01%
41,468
904
$747K 0.01%
10,000
905
$743K 0.01%
32,526
906
$739K 0.01%
18,000
907
$739K 0.01%
17,096
908
$738K 0.01%
33,500
+1,000
909
$736K 0.01%
9,214
910
$733K 0.01%
16,100
+1,500
911
$732K 0.01%
41,120
912
$731K 0.01%
26,665
913
$726K 0.01%
3,436
-288
914
$724K 0.01%
13,220
915
$724K 0.01%
10,100
916
$723K 0.01%
3,910
917
$722K 0.01%
+28,300
918
$722K 0.01%
37,400
+5,000
919
$721K 0.01%
11,800
-17,600
920
$720K 0.01%
58,342
921
$717K 0.01%
31,900
+2,000
922
$709K 0.01%
7,800
923
$708K 0.01%
26,670
924
$708K 0.01%
18,050
+5,000
925
$707K 0.01%
34,200
35 36
37
38 39