Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
1051
$467K 0.01%
25,030
1052
$466K 0.01%
17,360
1053
$466K 0.01%
4,700
1054
$462K 0.01%
3,600
1055
$462K 0.01%
10,700
+5,000
1056
$461K 0.01%
42,700
-10,000
1057
$460K 0.01%
8,300
-600
1058
$460K 0.01%
16,510
+4,310
1059
$459K 0.01%
400
1060
$459K 0.01%
23,058
1061
$458K 0.01%
25,811
1062
$456K 0.01%
17,520
1063
$453K 0.01%
23,740
1064
$452K 0.01%
19,370
1065
$451K 0.01%
19,600
1066
$451K 0.01%
6,210
1067
$448K 0.01%
4,600
1068
$447K 0.01%
7,400
1069
$444K 0.01%
15,300
1070
$444K 0.01%
4,345
1071
$443K 0.01%
9,500
+3,000
1072
$441K 0.01%
20,100
1073
$440K 0.01%
18,000
-900
1074
$440K 0.01%
15,082
1075
$440K 0.01%
53,000
+40,000