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
$12.7B
AUM Growth
+$928M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,804
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$49.2M
3
+$30.3M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
ICE icon
Intercontinental Exchange
ICE
+$27.6M

Top Sells

1
+$427M
2
+$114M
3
+$15.7M
4
EWC icon
iShares MSCI Canada ETF
EWC
+$13.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$13.3M

Sector Composition

1 Technology 20.73%
2 Healthcare 13.8%
3 Financials 13.25%
4 Industrials 8.77%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$22K ﹤0.01%
250
2027
$21K ﹤0.01%
372
-12
2028
$21K ﹤0.01%
4,167
2029
$21K ﹤0.01%
2,040
-41
2030
$21K ﹤0.01%
1,133
2031
$21K ﹤0.01%
4,313
2032
$21K ﹤0.01%
+3,099
2033
$21K ﹤0.01%
419
-1,452
2034
$21K ﹤0.01%
1,532
2035
$21K ﹤0.01%
2,200
2036
$21K ﹤0.01%
+11,073
2037
$20K ﹤0.01%
4,800
2038
$20K ﹤0.01%
5,116
2039
$20K ﹤0.01%
1,405
-12,530
2040
$20K ﹤0.01%
10,908
+5,408
2041
$20K ﹤0.01%
23
+4
2042
$20K ﹤0.01%
+1,018
2043
$20K ﹤0.01%
1,924
2044
$20K ﹤0.01%
630
-396
2045
$20K ﹤0.01%
1,423
2046
$20K ﹤0.01%
1,900
-1,100
2047
$20K ﹤0.01%
16,000
2048
$20K ﹤0.01%
615
-8
2049
$20K ﹤0.01%
2,192
-8,040
2050
$20K ﹤0.01%
170
-57
80 81
82
83 84