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
2001
$23K ﹤0.01%
384
+22
2002
$23K ﹤0.01%
+3,830
2003
$23K ﹤0.01%
970
+650
2004
$23K ﹤0.01%
4,313
+112
2005
$23K ﹤0.01%
717
+17
2006
$23K ﹤0.01%
684
+34
2007
$23K ﹤0.01%
1,050
+50
2008
$22K ﹤0.01%
860
-1,840
2009
$22K ﹤0.01%
500
2010
$22K ﹤0.01%
1,480
+600
2011
$22K ﹤0.01%
448
-1,658
2012
$22K ﹤0.01%
2,832
+92
2013
$22K ﹤0.01%
5,371
2014
$22K ﹤0.01%
1,200
2015
$22K ﹤0.01%
+380
2016
$22K ﹤0.01%
3,400
2017
$22K ﹤0.01%
1,300
2018
$22K ﹤0.01%
1,705
2019
$22K ﹤0.01%
13,986
2020
$22K ﹤0.01%
935
+25
2021
$21K ﹤0.01%
+6,830
2022
$21K ﹤0.01%
2,100
2023
$21K ﹤0.01%
545
+45
2024
$21K ﹤0.01%
1,924
+64
2025
$21K ﹤0.01%
1,970
+260
79 80
81
82 83