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
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$73.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$4.39M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$3.78M

Top Sells

1
+$69.4M
2
+$8.94M
3
+$6.93M
4
XOM icon
Exxon Mobil
XOM
+$6.27M
5
ALTR
Altera Corp
ALTR
+$6.03M

Sector Composition

1 Financials 14.61%
2 Healthcare 14.18%
3 Technology 13.45%
4 Industrials 10.43%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$285K ﹤0.01%
6,500
-900
1102
$284K ﹤0.01%
8,500
-100
1103
$283K ﹤0.01%
15,900
1104
$283K ﹤0.01%
18,700
-5,700
1105
$282K ﹤0.01%
6,400
-2,700
1106
$281K ﹤0.01%
8,600
+1,100
1107
$279K ﹤0.01%
17,000
1108
$279K ﹤0.01%
10,000
1109
$279K ﹤0.01%
10,000
1110
$279K ﹤0.01%
20,800
1111
$278K ﹤0.01%
4,200
1112
$277K ﹤0.01%
10,000
1113
$277K ﹤0.01%
11,000
1114
$271K ﹤0.01%
6,200
-5,900
1115
$270K ﹤0.01%
5,500
1116
$269K ﹤0.01%
22,500
-8,300
1117
$269K ﹤0.01%
21,800
1118
$268K ﹤0.01%
4,200
1119
$268K ﹤0.01%
4,300
1120
$267K ﹤0.01%
+7,200
1121
$266K ﹤0.01%
12,900
+800
1122
$257K ﹤0.01%
811
1123
$257K ﹤0.01%
3,500
-300
1124
$256K ﹤0.01%
22,200
1125
$254K ﹤0.01%
5,400
43 44
45
46 47