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
2026
$21K ﹤0.01%
5,050
2027
$21K ﹤0.01%
437
+100
2028
$21K ﹤0.01%
4,200
2029
$21K ﹤0.01%
4,032
+132
2030
$20K ﹤0.01%
4,167
-1,443
2031
$20K ﹤0.01%
1,233
-362
2032
$20K ﹤0.01%
1,133
+89
2033
$20K ﹤0.01%
977
+27
2034
$20K ﹤0.01%
420
-290
2035
$20K ﹤0.01%
488
+18
2036
$20K ﹤0.01%
1,423
-657
2037
$20K ﹤0.01%
1,346
-464
2038
$20K ﹤0.01%
907
+57
2039
$20K ﹤0.01%
5,500
2040
$20K ﹤0.01%
590
2041
$20K ﹤0.01%
2,200
2042
$20K ﹤0.01%
+1,182
2043
$20K ﹤0.01%
684
+44
2044
$20K ﹤0.01%
3,000
+2,800
2045
$20K ﹤0.01%
276
+16
2046
$20K ﹤0.01%
2,316
2047
$20K ﹤0.01%
944
+42
2048
$20K ﹤0.01%
1,815
-1
2049
$19K ﹤0.01%
4,800
2050
$19K ﹤0.01%
1,620
80 81
82
83 84