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
976
$600K 0.01%
29,300
977
$598K 0.01%
14,150
978
$596K 0.01%
16,000
-880
979
$595K 0.01%
6,200
980
$595K 0.01%
10,500
+5,000
981
$595K 0.01%
15,300
982
$591K 0.01%
10,000
983
$591K 0.01%
14,400
984
$591K 0.01%
20,600
985
$586K 0.01%
1,500
986
$586K 0.01%
16,400
987
$584K 0.01%
6,000
988
$581K 0.01%
24,500
989
$577K 0.01%
1,670
990
$570K 0.01%
10,000
+5,000
991
$570K 0.01%
29,400
992
$563K 0.01%
9,500
-2,000
993
$563K 0.01%
50,800
994
$562K 0.01%
16,950
995
$560K 0.01%
6,000
996
$559K 0.01%
18,700
997
$558K 0.01%
19,429
-6,000
998
$556K 0.01%
20,500
999
$555K 0.01%
16,700
1000
$551K 0.01%
12,600
38 39
40
41 42