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
1076
$437K 0.01%
29,350
1077
$437K 0.01%
31,700
1078
$436K 0.01%
35,600
-400
1079
$436K 0.01%
13,500
1080
$436K 0.01%
15,800
1081
$436K 0.01%
9,682
1082
$436K 0.01%
2,800
1083
$435K 0.01%
4,200
1084
$433K 0.01%
18,600
1085
$431K 0.01%
7,707
1086
$430K 0.01%
18,000
1087
$427K 0.01%
19,400
-45,000
1088
$427K 0.01%
19,757
1089
$427K 0.01%
19,500
1090
$426K 0.01%
3,000
1091
$426K 0.01%
11,788
1092
$426K 0.01%
18,500
1093
$426K 0.01%
8,700
1094
$423K 0.01%
13,500
1095
$422K 0.01%
11,800
-2,200
1096
$422K 0.01%
10,900
1097
$422K 0.01%
11,800
1098
$421K 0.01%
11,490
1099
$417K 0.01%
16,500
+1,000
1100
$415K 0.01%
4,970