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
951
$638K 0.01%
23,120
-1,000
952
$637K 0.01%
11,300
953
$633K 0.01%
12,400
954
$630K 0.01%
10,000
955
$629K 0.01%
9,220
956
$629K 0.01%
9,600
957
$627K 0.01%
18,300
958
$625K 0.01%
15,000
959
$623K 0.01%
25,700
-3,000
960
$619K 0.01%
25,000
961
$618K 0.01%
16,041
-300
962
$617K 0.01%
14,250
963
$616K 0.01%
13,100
-7,800
964
$615K 0.01%
+8,000
965
$614K 0.01%
12,020
+2,700
966
$609K 0.01%
23,100
+9,200
967
$609K 0.01%
9,000
968
$607K 0.01%
37,840
969
$604K 0.01%
18,512
970
$603K 0.01%
18,816
971
$602K 0.01%
13,900
972
$602K 0.01%
16,098
-15,900
973
$602K 0.01%
23,500
974
$602K 0.01%
+25,000
975
$600K 0.01%
11,900
37 38
39
40 41