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
$12.7B
AUM Growth
+$928M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,804
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$49.2M
3
+$30.3M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
ICE icon
Intercontinental Exchange
ICE
+$27.6M

Top Sells

1
+$427M
2
+$114M
3
+$15.7M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$13.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$13.3M

Sector Composition

1 Technology 20.73%
2 Healthcare 13.8%
3 Financials 13.25%
4 Industrials 8.77%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$0 ﹤0.01%
+76
2702
$0 ﹤0.01%
+69
2703
$0 ﹤0.01%
+10
2704
$0 ﹤0.01%
25
-25
2705
– –
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2706
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+47
2707
– –
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2708
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+30
2709
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2710
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-6,500
2711
$0 ﹤0.01%
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2712
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2713
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2714
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2715
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43
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2716
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+12
2717
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+20
2718
– –
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2719
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2720
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-6
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$0 ﹤0.01%
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2722
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2723
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2724
$0 ﹤0.01%
9
-73
2725
$0 ﹤0.01%
+100
107 108
109
110 111