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
1226
$229K ﹤0.01%
9,927
-11,911
1227
$228K ﹤0.01%
6,200
-800
1228
$227K ﹤0.01%
8,000
-5,000
1229
$226K ﹤0.01%
1,700
1230
$224K ﹤0.01%
7,320
-7,876
1231
$223K ﹤0.01%
4,850
-300
1232
$222K ﹤0.01%
17,000
+4,000
1233
$222K ﹤0.01%
2,420
+350
1234
$222K ﹤0.01%
34,093
+3,242
1235
$221K ﹤0.01%
2,500
-140
1236
$221K ﹤0.01%
820
-130
1237
$221K ﹤0.01%
1,455
-500
1238
$220K ﹤0.01%
17,840
+7,440
1239
$219K ﹤0.01%
1,560
-100
1240
$219K ﹤0.01%
3,560
+1,160
1241
$219K ﹤0.01%
2,130
-480
1242
$219K ﹤0.01%
2,700
1243
$219K ﹤0.01%
5,450
+2,600
1244
$217K ﹤0.01%
18,751
-7,966
1245
$216K ﹤0.01%
+16,000
1246
$216K ﹤0.01%
1,807
-210
1247
$215K ﹤0.01%
8,900
-1,000
1248
$214K ﹤0.01%
5,550
-500
1249
$213K ﹤0.01%
1,190
1250
$213K ﹤0.01%
3,205
+100
48 49
50
51 52