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
926
$687K 0.01%
24,500
+1,600
927
$686K 0.01%
4,970
928
$682K 0.01%
39,253
929
$682K 0.01%
20,000
930
$681K 0.01%
34,200
931
$681K 0.01%
21,400
932
$681K 0.01%
23,173
933
$680K 0.01%
58,342
-16,732
934
$680K 0.01%
9,214
-100
935
$678K 0.01%
35,200
936
$676K 0.01%
24,600
937
$676K 0.01%
86,300
938
$672K 0.01%
11,700
-4,200
939
$670K 0.01%
30,013
940
$663K 0.01%
7,800
941
$661K 0.01%
14,400
942
$657K 0.01%
12,267
-900
943
$653K 0.01%
12,400
944
$652K 0.01%
9,600
945
$649K 0.01%
9,220
946
$646K 0.01%
9,000
947
$644K 0.01%
29,970
948
$643K 0.01%
14,600
-1,400
949
$643K 0.01%
11,800
-700
950
$638K 0.01%
21,644
+5,000
36 37
38
39 40