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
1101
$412K 0.01%
10,900
1102
$412K 0.01%
33,900
1103
$411K 0.01%
5,000
1104
$410K 0.01%
13,800
1105
$409K 0.01%
14,000
1106
$409K 0.01%
11,366
+4,500
1107
$408K 0.01%
8,200
1108
$405K 0.01%
24,000
-17,800
1109
$404K 0.01%
25,400
1110
$404K 0.01%
12,900
1111
$404K 0.01%
9,900
1112
$404K 0.01%
13,000
1113
$403K 0.01%
+13,500
1114
$403K 0.01%
9,000
1115
$401K 0.01%
5,879
+1
1116
$398K 0.01%
22,000
1117
$398K 0.01%
11,320
1118
$397K 0.01%
20,000
-5,000
1119
$396K 0.01%
15,200
1120
$394K 0.01%
20,700
1121
$394K 0.01%
35,631
1122
$390K 0.01%
12,619
-1,500
1123
$386K 0.01%
13,682
1124
$385K 0.01%
15,300
1125
$381K 0.01%
34,854
-2,700
43 44
45
46 47