Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1 +$64.7M
2 +$26.2M
3 +$10.2M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$9.16M
5
FOXA icon
Fox Class A
FOXA
+$8.85M

Top Sells

1 +$40.3M
2 +$35.2M
3 +$5.54M
4
XOM icon
Exxon Mobil
XOM
+$5.39M
5
BAC icon
Bank of America
BAC
+$4.74M

Sector Composition

1 Technology 17.49%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.82%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$2K ﹤0.01%
15
2002
$2K ﹤0.01%
21
2003
$2K ﹤0.01%
1,660
2004
$2K ﹤0.01%
275
2005
$2K ﹤0.01%
360
2006
$2K ﹤0.01%
159
2007
$2K ﹤0.01%
3
2008
$2K ﹤0.01%
500
2009
$2K ﹤0.01%
540
2010
$2K ﹤0.01%
+510
2011
$2K ﹤0.01%
1,300
2012
$2K ﹤0.01%
280
2013
$2K ﹤0.01%
490
2014
$2K ﹤0.01%
55
2015
$1K ﹤0.01%
110
2016
$1K ﹤0.01%
+455
2017
$1K ﹤0.01%
20
2018
$1K ﹤0.01%
+7
2019
$1K ﹤0.01%
+85
2020
$1K ﹤0.01%
+360
2021
$1K ﹤0.01%
225
2022
$1K ﹤0.01%
47
2023
0
2024
$1K ﹤0.01%
+50
2025
$1K ﹤0.01%
+150