Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.8B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$97.2M
3
+$12.3M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$11.9M
5
AMZN icon
Amazon
AMZN
+$7.96M

Top Sells

1
+$19.1M
2
+$11.9M
3
+$6.76M
4
TWTR
Twitter, Inc.
TWTR
+$6.09M
5
IBM icon
IBM
IBM
+$4.98M

Sector Composition

1 Technology 20.64%
2 Healthcare 13.3%
3 Financials 11.85%
4 Consumer Discretionary 9.09%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-700
2602
$0 ﹤0.01%
+34
2603
– –
-1,371
2604
– –
-8,950
2605
$0 ﹤0.01%
+59
2606
$0 ﹤0.01%
+40
2607
– –
-13,500
2608
– –
-50
2609
– –
-4,000
2610
– –
-1,245
2611
– –
-6,300
2612
– –
-347
2613
– –
-325
2614
– –
-547
2615
– –
-25,000
2616
– –
-31,200
2617
– –
-4,200
2618
– –
-324
2619
– –
-12,000
2620
– –
-510
2621
– –
-4,800
2622
$0 ﹤0.01%
+62
2623
$0 ﹤0.01%
+28
2624
$0 ﹤0.01%
+35
2625
– –
-7,450
103 104
105
106 107