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
1026
$501K 0.01%
1,500
-700
1027
$501K 0.01%
50,800
1028
$500K 0.01%
18,300
-200
1029
$496K 0.01%
4,010
-1,500
1030
$494K 0.01%
16,200
1031
$490K 0.01%
18,900
-100
1032
$488K 0.01%
17,000
1033
$487K 0.01%
6,000
+1,100
1034
$487K 0.01%
+14,500
1035
$485K 0.01%
40,360
+3,900
1036
$478K 0.01%
17,600
1037
$477K 0.01%
10,920
1038
$476K 0.01%
2,800
1039
$470K 0.01%
20,700
1040
$467K 0.01%
8,200
1041
$466K 0.01%
13,682
1042
$465K 0.01%
+15,440
1043
$465K 0.01%
+23,700
1044
$465K 0.01%
4,700
1045
$462K 0.01%
25,030
1046
$461K 0.01%
9,925
+270
1047
$461K 0.01%
20,000
1048
$459K 0.01%
25,811
-76
1049
$456K 0.01%
15,800
-800
1050
$455K 0.01%
10,900
40 41
42
43 44