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
1226
$260K ﹤0.01%
3,100
1227
$260K ﹤0.01%
5,200
1228
$259K ﹤0.01%
15,400
1229
$259K ﹤0.01%
11,600
1230
$258K ﹤0.01%
+7,700
1231
$256K ﹤0.01%
13,000
1232
$256K ﹤0.01%
6,128
1233
$254K ﹤0.01%
17,640
1234
$252K ﹤0.01%
8,600
-3,820
1235
$252K ﹤0.01%
+8,000
1236
$250K ﹤0.01%
20,300
1237
$248K ﹤0.01%
4,200
1238
$248K ﹤0.01%
8,800
1239
$245K ﹤0.01%
8,500
1240
$243K ﹤0.01%
5,000
1241
$243K ﹤0.01%
7,500
-43,280
1242
$240K ﹤0.01%
+20,000
1243
$238K ﹤0.01%
23,400
1244
$233K ﹤0.01%
756
1245
$232K ﹤0.01%
2,427
1246
$232K ﹤0.01%
5,700
1247
$230K ﹤0.01%
+9,600
1248
$230K ﹤0.01%
13,500
-7,500
1249
$229K ﹤0.01%
+2,000
1250
$229K ﹤0.01%
13,000
48 49
50
51 52