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
901
$1M 0.01%
16,507
902
$1M 0.01%
24,900
903
$997K 0.01%
38,434
+1,142
904
$992K 0.01%
17,900
+14,400
905
$981K 0.01%
31,818
+18
906
$970K 0.01%
9,175
+1,480
907
$969K 0.01%
30,667
+6,018
908
$967K 0.01%
21,400
+3,140
909
$961K 0.01%
15,572
910
$960K 0.01%
13,975
+1,000
911
$960K 0.01%
101,710
+350
912
$959K 0.01%
8,800
+1,270
913
$951K 0.01%
18,017
-1,700
914
$949K 0.01%
71,950
915
$948K 0.01%
36,555
+1,006
916
$943K 0.01%
7,721
+1,500
917
$941K 0.01%
58,062
+1,500
918
$935K 0.01%
710
919
$924K 0.01%
5,844
+3,171
920
$918K 0.01%
24,359
-3,677
921
$918K 0.01%
6,671
+1
922
$911K 0.01%
8,659
+209
923
$911K 0.01%
17,446
+1,200
924
$899K 0.01%
11,700
925
$898K 0.01%
68,688
-37,365
35 36
37
38 39