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
$11.8B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$97.2M
3
+$12.3M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$11.9M
5
AMZN icon
Amazon
AMZN
+$7.96M

Top Sells

1
+$19.1M
2
+$11.9M
3
+$6.76M
4
TWTR
Twitter, Inc.
TWTR
+$6.09M
5
IBM icon
IBM
IBM
+$4.98M

Sector Composition

1 Technology 20.65%
2 Healthcare 13.3%
3 Financials 11.85%
4 Consumer Discretionary 9.09%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.9M 0.2%
200,667
-41,766
102
$23.6M 0.2%
69,359
-1,708
103
$23.5M 0.2%
81,080
+4,999
104
$23.3M 0.2%
558,532
-29,609
105
$23.2M 0.2%
199,030
-28,085
106
$23.1M 0.2%
47,509
-920
107
$23.1M 0.2%
127,652
-2,537
108
$23M 0.2%
490,545
-270
109
$22.7M 0.19%
388,975
+26,607
110
$22.6M 0.19%
168,337
+22,988
111
$22.4M 0.19%
515,515
-35,550
112
$22.2M 0.19%
269,006
-2,324
113
$21.8M 0.19%
235,588
+13,777
114
$21.8M 0.19%
538,905
+4,589
115
$21.7M 0.18%
106,611
+1,568
116
$21.6M 0.18%
240,166
+20,087
117
$21.5M 0.18%
102,478
+283
118
$21.4M 0.18%
239,738
-15,935
119
$21.4M 0.18%
229,078
-11,875
120
$21.2M 0.18%
174,739
+2,406
121
$21.1M 0.18%
110,960
-494
122
$20.7M 0.18%
97,301
-9,330
123
$20.6M 0.18%
112,624
+4,272
124
$20.4M 0.17%
241,929
125
$20.2M 0.17%
179,614
+974
3 4
5
6 7