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
$8.98B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.98M
3
+$7.73M
4
VRSN icon
VeriSign
VRSN
+$6.58M
5
EQIX icon
Equinix
EQIX
+$6.4M

Top Sells

1
+$19.2M
2
+$8.36M
3
+$7.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.64M
5
LPT
Liberty Property Trust
LPT
+$6.69M

Sector Composition

1 Technology 20.77%
2 Healthcare 15.94%
3 Financials 12.88%
4 Communication Services 8.75%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
490
2002
$3K ﹤0.01%
1,200
-38,300
2003
$3K ﹤0.01%
1,070
+100
2004
$3K ﹤0.01%
126
-341
2005
$3K ﹤0.01%
300
-30,300
2006
$3K ﹤0.01%
+1,060
2007
$3K ﹤0.01%
400
2008
$3K ﹤0.01%
1,110
2009
$3K ﹤0.01%
350
-34,790
2010
$3K ﹤0.01%
+450
2011
$3K ﹤0.01%
123
2012
$3K ﹤0.01%
+18
2013
$3K ﹤0.01%
680
-32,220
2014
$3K ﹤0.01%
+151
2015
$3K ﹤0.01%
319
2016
$3K ﹤0.01%
+48
2017
$3K ﹤0.01%
430
-38,670
2018
$3K ﹤0.01%
118
2019
$3K ﹤0.01%
390
2020
$3K ﹤0.01%
+420
2021
$3K ﹤0.01%
+450
2022
$3K ﹤0.01%
+100
2023
$3K ﹤0.01%
1,450
-885
2024
$3K ﹤0.01%
630
+430
2025
$3K ﹤0.01%
56
79 80
81
82 83