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
1001
$538K 0.01%
16,341
-2,500
1002
$537K 0.01%
8,900
-1,400
1003
$533K 0.01%
18,500
1004
$532K 0.01%
15,000
1005
$531K 0.01%
21,300
1006
$531K 0.01%
29,300
1007
$531K 0.01%
16,000
-47,500
1008
$529K 0.01%
19,600
1009
$526K 0.01%
9,400
1010
$524K 0.01%
12,100
1011
$524K 0.01%
19,370
-100
1012
$524K 0.01%
8,070
1013
$518K 0.01%
36,000
-3,600
1014
$518K 0.01%
14,000
+4,000
1015
$518K 0.01%
38,400
-6,000
1016
$515K 0.01%
17,520
1017
$510K 0.01%
15,300
1018
$509K 0.01%
8,000
1019
$506K 0.01%
12,100
-6,300
1020
$505K 0.01%
11,788
+174
1021
$504K 0.01%
26,400
+7,200
1022
$504K 0.01%
13,494
1023
$502K 0.01%
13,050
-7,500
1024
$502K 0.01%
9,613
+2,487
1025
$502K 0.01%
20,200
39 40
41
42 43