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
1101
$398K 0.01%
14,000
1102
$397K 0.01%
13,500
+900
1103
$396K 0.01%
16,300
-3,700
1104
$395K 0.01%
6,210
1105
$394K 0.01%
37,554
-9,000
1106
$394K 0.01%
7,400
1107
$393K 0.01%
35,631
1108
$392K 0.01%
7,400
-2,000
1109
$391K 0.01%
4,345
-1,686
1110
$390K 0.01%
3,000
1111
$389K 0.01%
29,350
-25,000
1112
$384K 0.01%
18,200
1113
$381K 0.01%
30,700
1114
$380K 0.01%
22,200
1115
$380K 0.01%
33,900
1116
$379K 0.01%
13,000
1117
$378K 0.01%
8,700
-2,850
1118
$377K 0.01%
6,000
1119
$376K 0.01%
17,360
1120
$372K 0.01%
20,000
1121
$366K 0.01%
37,958
+2,400
1122
$361K 0.01%
20,700
1123
$360K 0.01%
3,600
-600
1124
$359K 0.01%
+4,200
1125
$358K 0.01%
17,600
-3,700
43 44
45
46 47