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
$11B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,026
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.7M
3
+$18.4M
4
UNH icon
UnitedHealth
UNH
+$17.5M
5
LLY icon
Eli Lilly
LLY
+$12.1M

Top Sells

1
+$59.3M
2
+$7.01M
3
+$3.29M
4
XOM icon
Exxon Mobil
XOM
+$3.11M
5
CAVM
Cavium, Inc.
CAVM
+$2.37M

Sector Composition

1 Technology 17.83%
2 Healthcare 15.4%
3 Financials 15.3%
4 Industrials 10.08%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$682K 0.01%
17,298
-205
1002
$682K 0.01%
7,652
-16,521
1003
$679K 0.01%
31,000
1004
$679K 0.01%
5,619
-3,972
1005
$678K 0.01%
16,575
-8,400
1006
$674K 0.01%
23,400
+4,400
1007
$673K 0.01%
26,840
-1,800
1008
$665K 0.01%
5,300
1009
$663K 0.01%
16,330
-40
1010
$660K 0.01%
17,845
1011
$659K 0.01%
12,100
1012
$659K 0.01%
165,160
-7,200
1013
$658K 0.01%
12,020
-600
1014
$657K 0.01%
15,000
-4,000
1015
$656K 0.01%
16,244
+1,326
1016
$655K 0.01%
13,520
+10,000
1017
$655K 0.01%
+35,000
1018
$653K 0.01%
10,500
1019
$650K 0.01%
16,300
1020
$647K 0.01%
25,675
1021
$645K 0.01%
7,500
-11,600
1022
$639K 0.01%
31,760
+3,060
1023
$635K 0.01%
4,615
1024
$635K 0.01%
12,295
-17,498
1025
$634K 0.01%
23,970
39 40
41
42 43