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
1851
$30K ﹤0.01%
1,700
-3,900
1852
$30K ﹤0.01%
506
+200
1853
$30K ﹤0.01%
450
-900
1854
$30K ﹤0.01%
1,950
-12,400
1855
$29K ﹤0.01%
600
1856
$29K ﹤0.01%
2,360
-3,590
1857
$29K ﹤0.01%
1,525
1858
$29K ﹤0.01%
736
-5,730
1859
$29K ﹤0.01%
+1,530
1860
$29K ﹤0.01%
1,030
-740
1861
$29K ﹤0.01%
+900
1862
$29K ﹤0.01%
770
1863
$29K ﹤0.01%
800
1864
$28K ﹤0.01%
700
-3,000
1865
$28K ﹤0.01%
450
-1,450
1866
$28K ﹤0.01%
2,615
1867
$28K ﹤0.01%
4,020
-2,880
1868
$28K ﹤0.01%
300
1869
$27K ﹤0.01%
1,600
1870
$27K ﹤0.01%
3,600
+3,050
1871
$27K ﹤0.01%
4,404
1872
$27K ﹤0.01%
2,055
1873
$27K ﹤0.01%
+400
1874
$27K ﹤0.01%
+1,000
1875
$26K ﹤0.01%
617
-1,900
73 74
75
76 77