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
651
$2.51M 0.02%
36,810
652
$2.5M 0.02%
7,205
-32
653
$2.49M 0.02%
19,756
654
$2.49M 0.02%
43,000
655
$2.48M 0.02%
50,383
+3,001
656
$2.48M 0.02%
87,460
657
$2.47M 0.02%
10,380
658
$2.46M 0.02%
4,065
+4,000
659
$2.45M 0.02%
24,297
-1,100
660
$2.45M 0.02%
34,730
-1,600
661
$2.45M 0.02%
43,508
+5,812
662
$2.45M 0.02%
57,270
-1,000
663
$2.44M 0.02%
9,959
-5
664
$2.43M 0.02%
23,801
-1,459
665
$2.43M 0.02%
93,082
666
$2.42M 0.02%
101,172
+97,962
667
$2.42M 0.02%
+386,000
668
$2.41M 0.02%
41,000
+35,600
669
$2.41M 0.02%
106,175
670
$2.39M 0.02%
26,962
671
$2.38M 0.02%
12,901
-72
672
$2.37M 0.02%
28,719
+19
673
$2.36M 0.02%
19,697
+6,534
674
$2.35M 0.02%
23,209
+6,923
675
$2.34M 0.02%
+413,000
25 26
27
28 29