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
976
$750K 0.01%
40,376
977
$750K 0.01%
77,684
-360
978
$746K 0.01%
51,975
979
$743K 0.01%
5,431
+3,001
980
$743K 0.01%
43,739
+18,700
981
$742K 0.01%
6,429
+2,500
982
$741K 0.01%
76,105
+24,700
983
$737K 0.01%
13,935
984
$735K 0.01%
81,856
+21,000
985
$735K 0.01%
18,625
986
$734K 0.01%
14,130
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987
$734K 0.01%
11,886
-551
988
$725K 0.01%
13,479
989
$725K 0.01%
88,571
990
$725K 0.01%
19,956
991
$725K 0.01%
3,957
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992
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15,765
-100
993
$719K 0.01%
6,881
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994
$717K 0.01%
6,910
995
$714K 0.01%
24,960
+5,061
996
$713K 0.01%
24,022
997
$713K 0.01%
5,028
998
$713K 0.01%
47,441
+100
999
$711K 0.01%
13,120
1000
$709K 0.01%
57,214
-5,500
38 39
40
41 42