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
951
$810K 0.01%
43,237
952
$810K 0.01%
13,597
+1,374
953
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-987
954
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46,246
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955
$801K 0.01%
2,828
+910
956
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28,471
957
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69,406
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958
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20,022
959
$787K 0.01%
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58,505
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961
$779K 0.01%
10,040
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962
$778K 0.01%
31,053
963
$775K 0.01%
22,937
964
$771K 0.01%
11,332
965
$770K 0.01%
216,172
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$769K 0.01%
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967
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60,352
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8,378
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969
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6,290
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970
$762K 0.01%
54,079
971
$760K 0.01%
7,190
972
$759K 0.01%
19,793
+4,800
973
$756K 0.01%
28,325
974
$756K 0.01%
4,234
+4
975
$755K 0.01%
9,330
-6
37 38
39
40 41