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
$13.3B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$295M
3
+$51.8M
4
NTES icon
NetEase
NTES
+$51.7M
5
JD icon
JD.com
JD
+$44.9M

Top Sells

1
+$41.5M
2
+$38.6M
3
+$29.7M
4
V icon
Visa
V
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.7M

Sector Composition

1 Technology 19.04%
2 Healthcare 12.16%
3 Financials 11.56%
4 Communication Services 9.82%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$595K ﹤0.01%
35,950
-1,700
977
$593K ﹤0.01%
25,000
-28,700
978
$592K ﹤0.01%
40,321
-2,323
979
$588K ﹤0.01%
26,970
980
$572K ﹤0.01%
6,770
-635
981
$562K ﹤0.01%
9,900
-4,400
982
$558K ﹤0.01%
35,400
983
$557K ﹤0.01%
9,550
984
$556K ﹤0.01%
7,970
+1,270
985
$556K ﹤0.01%
15,000
+500
986
$555K ﹤0.01%
7,800
-430
987
$553K ﹤0.01%
8,930
988
$551K ﹤0.01%
9,249
-2
989
$551K ﹤0.01%
16,850
990
$551K ﹤0.01%
15,000
-1,550
991
$549K ﹤0.01%
7,915
-3,750
992
$541K ﹤0.01%
13,000
+2,700
993
$540K ﹤0.01%
2,884
+2,384
994
$539K ﹤0.01%
28,500
995
$531K ﹤0.01%
11,705
-580
996
$531K ﹤0.01%
4,255
-24,292
997
$526K ﹤0.01%
119,558
+13,500
998
$523K ﹤0.01%
3,725
+2,095
999
$520K ﹤0.01%
5,620
-5,900
1000
$520K ﹤0.01%
4,180
38 39
40
41 42