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
1801
$8K ﹤0.01%
925
-340
1802
$7K ﹤0.01%
+400
1803
$7K ﹤0.01%
275
1804
$7K ﹤0.01%
600
1805
$7K ﹤0.01%
+430
1806
$7K ﹤0.01%
+970
1807
$7K ﹤0.01%
90
-20
1808
$7K ﹤0.01%
360
+52
1809
$7K ﹤0.01%
550
1810
$7K ﹤0.01%
920
-570
1811
$7K ﹤0.01%
370
-100
1812
$7K ﹤0.01%
184
-213
1813
$7K ﹤0.01%
465
+90
1814
$7K ﹤0.01%
270
1815
$7K ﹤0.01%
820
-480
1816
$7K ﹤0.01%
600
-5,000
1817
$7K ﹤0.01%
700
-840
1818
$7K ﹤0.01%
+250
1819
$7K ﹤0.01%
73
+22
1820
$7K ﹤0.01%
735
+60
1821
$7K ﹤0.01%
230
-20
1822
$7K ﹤0.01%
225
1823
$7K ﹤0.01%
340
-760
1824
$7K ﹤0.01%
980
-1,450
1825
$7K ﹤0.01%
+240
71 72
73
74 75