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
126
$12.4M 0.18%
141,600
-3,700
127
$12.4M 0.18%
133,279
-3,000
128
$12.2M 0.17%
1,274,961
-16,200
129
$12.2M 0.17%
326,015
-14,300
130
$12.1M 0.17%
240,450
131
$12.1M 0.17%
143,668
-2,200
132
$11.9M 0.17%
87,708
+1,183
133
$11.7M 0.17%
168,743
-9,214
134
$11.6M 0.17%
36,660
-100
135
$11.5M 0.16%
110,549
136
$11.3M 0.16%
1,049,100
-242,000
137
$11.1M 0.16%
230,213
+100
138
$11.1M 0.16%
184,688
+100
139
$11M 0.16%
160,893
-5,877
140
$10.9M 0.16%
203,030
-115
141
$10.8M 0.15%
198,530
-8,486
142
$10.7M 0.15%
168,090
-1,300
143
$10.6M 0.15%
256,410
+10,000
144
$10.6M 0.15%
230,692
-3,600
145
$10.6M 0.15%
188,891
-7,000
146
$10.4M 0.15%
307,824
-10,700
147
$10.4M 0.15%
114,822
-4,800
148
$10.4M 0.15%
173,883
-15,800
149
$10.1M 0.14%
162,438
-9,952
150
$9.95M 0.14%
382,786
+400
4 5
6
7 8