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
2301
$4K ﹤0.01%
41
2302
$4K ﹤0.01%
+2,050
2303
$4K ﹤0.01%
960
2304
$4K ﹤0.01%
+168
2305
$4K ﹤0.01%
210
2306
$4K ﹤0.01%
410
-2,996
2307
– –
0
2308
$4K ﹤0.01%
678
2309
$3K ﹤0.01%
1,575
2310
$3K ﹤0.01%
1,520
2311
$3K ﹤0.01%
80
-1,000
2312
$3K ﹤0.01%
200
2313
$3K ﹤0.01%
120
2314
$3K ﹤0.01%
187
2315
$3K ﹤0.01%
296
-24,241
2316
$3K ﹤0.01%
195
-31
2317
$3K ﹤0.01%
805
2318
$3K ﹤0.01%
1,250
2319
$3K ﹤0.01%
190
-1,491
2320
$3K ﹤0.01%
300
-2,162
2321
$3K ﹤0.01%
+525
2322
$3K ﹤0.01%
1,152
+67
2323
$3K ﹤0.01%
137
2324
$3K ﹤0.01%
53
-327
2325
$3K ﹤0.01%
42
+5
91 92
93
94 95