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
201
$6.96M 0.1%
68,230
+1,650
202
$6.92M 0.1%
79,305
+900
203
$6.92M 0.1%
161,483
-1,017
204
$6.69M 0.09%
112,123
+2,400
205
$6.66M 0.09%
55,948
206
$6.63M 0.09%
229,269
-36,019
207
$6.62M 0.09%
83,216
+20,150
208
$6.53M 0.09%
82,293
209
$6.5M 0.09%
187,740
+42,700
210
$6.47M 0.09%
267,996
-17,347
211
$6.42M 0.09%
226,572
212
$6.42M 0.09%
173,679
-26,650
213
$6.41M 0.09%
158,029
-12,600
214
$6.38M 0.09%
69,465
215
$6.37M 0.09%
86,000
-4,700
216
$6.36M 0.09%
120,970
217
$6.34M 0.09%
80,945
-200
218
$6.24M 0.09%
75,742
-6,700
219
$6.15M 0.09%
257,544
220
$6.14M 0.09%
153,594
-489
221
$6.06M 0.09%
213,320
+6,100
222
$6.04M 0.09%
103,689
223
$6.04M 0.09%
32,282
224
$6.04M 0.09%
104,630
225
$6.01M 0.09%
183,064
-29,755
7 8
9
10 11