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
1126
$453K ﹤0.01%
14,775
1127
$453K ﹤0.01%
20,053
+6,605
1128
$450K ﹤0.01%
6,300
+5,300
1129
$450K ﹤0.01%
39,000
+15,200
1130
$449K ﹤0.01%
16,100
-900
1131
$449K ﹤0.01%
3,167
-1,673
1132
$448K ﹤0.01%
33,080
1133
$447K ﹤0.01%
+12,496
1134
$447K ﹤0.01%
17,400
+8,700
1135
$446K ﹤0.01%
9,000
1136
$442K ﹤0.01%
10,100
-2,100
1137
$441K ﹤0.01%
26,179
+24,179
1138
$441K ﹤0.01%
13,000
1139
$440K ﹤0.01%
14,830
-180
1140
$438K ﹤0.01%
12,800
1141
$437K ﹤0.01%
5,720
-1,300
1142
$435K ﹤0.01%
16,400
1143
$432K ﹤0.01%
+12,926
1144
$431K ﹤0.01%
26,654
+8,550
1145
$431K ﹤0.01%
21,995
+21,270
1146
$430K ﹤0.01%
21,100
+10,000
1147
$429K ﹤0.01%
19,443
-100
1148
$428K ﹤0.01%
7,970
-600
1149
$423K ﹤0.01%
3,700
1150
$421K ﹤0.01%
3,300
-1,750
44 45
46
47 48