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
1701
$11K ﹤0.01%
600
1702
$11K ﹤0.01%
600
1703
$11K ﹤0.01%
120
1704
$11K ﹤0.01%
+470
1705
$11K ﹤0.01%
490
1706
$11K ﹤0.01%
105
-100
1707
$11K ﹤0.01%
280
-60
1708
$11K ﹤0.01%
450
1709
$11K ﹤0.01%
255
-40
1710
$11K ﹤0.01%
1,000
-280
1711
$11K ﹤0.01%
380
1712
$11K ﹤0.01%
240
-20
1713
$11K ﹤0.01%
380
1714
$11K ﹤0.01%
230
-20
1715
$11K ﹤0.01%
230
+30
1716
$11K ﹤0.01%
600
-170
1717
$10K ﹤0.01%
+100
1718
$10K ﹤0.01%
+520
1719
$10K ﹤0.01%
+9
1720
$10K ﹤0.01%
490
1721
$10K ﹤0.01%
360
1722
$10K ﹤0.01%
545
-200
1723
$10K ﹤0.01%
250
1724
$10K ﹤0.01%
270
1725
$10K ﹤0.01%
260
67 68
69
70 71