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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$239K ﹤0.01%
4,200
1227
$237K ﹤0.01%
6,473
-112
1228
$237K ﹤0.01%
5,800
-1,500
1229
$237K ﹤0.01%
17,190
-500
1230
$237K ﹤0.01%
12,600
1231
$236K ﹤0.01%
2,910
1232
$235K ﹤0.01%
6,052
1233
$235K ﹤0.01%
8,000
1234
$235K ﹤0.01%
10,280
1235
$234K ﹤0.01%
5,175
1236
$232K ﹤0.01%
4,995
1237
$232K ﹤0.01%
13,350
1238
$232K ﹤0.01%
+12,200
1239
$232K ﹤0.01%
6,725
-3,000
1240
$229K ﹤0.01%
5,040
-185
1241
$227K ﹤0.01%
6,450
+240
1242
$225K ﹤0.01%
3,500
1243
$219K ﹤0.01%
8,000
1244
$219K ﹤0.01%
3,369
-3,063
1245
$218K ﹤0.01%
5,000
1246
$217K ﹤0.01%
2,810
1247
$216K ﹤0.01%
12,000
1248
$216K ﹤0.01%
6,300
+2,000
1249
$216K ﹤0.01%
6,060
-4,130
1250
$215K ﹤0.01%
3,000
48 49
50
51 52