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
1151
$341K ﹤0.01%
+14,300
1152
$341K ﹤0.01%
3,500
1153
$341K ﹤0.01%
10,132
+3,500
1154
$340K ﹤0.01%
3,423
1155
$340K ﹤0.01%
20,000
+1,125
1156
$338K ﹤0.01%
6,400
1157
$337K ﹤0.01%
13,533
1158
$333K ﹤0.01%
25,200
1159
$332K ﹤0.01%
17,600
1160
$329K ﹤0.01%
5,500
1161
$329K ﹤0.01%
7,800
1162
$329K ﹤0.01%
7,400
1163
$328K ﹤0.01%
6,700
1164
$327K ﹤0.01%
+17,370
1165
$326K ﹤0.01%
31,700
1166
$325K ﹤0.01%
5,200
1167
$321K ﹤0.01%
+5,000
1168
$321K ﹤0.01%
7,010
-27,195
1169
$321K ﹤0.01%
12,100
1170
$320K ﹤0.01%
+15,000
1171
$314K ﹤0.01%
9,000
1172
$313K ﹤0.01%
4,400
1173
$312K ﹤0.01%
7,100
1174
$311K ﹤0.01%
13,000
1175
$311K ﹤0.01%
25,500
-1,500