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
2401
$1K ﹤0.01%
89
2402
$1K ﹤0.01%
+2
2403
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21
2404
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+50
2405
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+37
2406
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2407
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2408
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71
2409
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40
+13
2410
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2411
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2412
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860
-6,440
2413
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2414
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+562
2415
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+64
2416
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24
2417
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2418
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50
-101
2419
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+70
2420
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+100
2421
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5
2422
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28
2423
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26
2424
$1K ﹤0.01%
72
2425
$1K ﹤0.01%
+50