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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
+$3.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,114
New
Increased
Reduced
Closed

Top Buys

1
+$2.77B
2
+$47.2M
3
+$40.4M
4
MS icon
Morgan Stanley
MS
+$39.9M
5
COST icon
Costco
COST
+$38.7M

Top Sells

1
+$396M
2
+$118M
3
+$74.6M
4
AMAT icon
Applied Materials
AMAT
+$53.7M
5
ADP icon
Automatic Data Processing
ADP
+$48M

Sector Composition

1 Technology 22.27%
2 Financials 9.62%
3 Communication Services 7.08%
4 Consumer Discretionary 6.44%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$19.7K ﹤0.01%
593
+7
2002
$19.7K ﹤0.01%
522
+18
2003
$19.6K ﹤0.01%
1,367
+10
2004
$19.6K ﹤0.01%
1,500
2005
$19.6K ﹤0.01%
962
+9
2006
$19.6K ﹤0.01%
989
-9,638
2007
$19.5K ﹤0.01%
901
+70
2008
$19.5K ﹤0.01%
7,719
2009
$19.4K ﹤0.01%
3,955
+312
2010
$19.4K ﹤0.01%
407
-7,940
2011
$19.4K ﹤0.01%
3,310
2012
$19.4K ﹤0.01%
293
+9
2013
$19.3K ﹤0.01%
3,364
2014
$19.3K ﹤0.01%
470
2015
$19.3K ﹤0.01%
3,693
+181
2016
$19.3K ﹤0.01%
1,000
2017
$19.2K ﹤0.01%
422
2018
$19.2K ﹤0.01%
5,085
-42
2019
$19.2K ﹤0.01%
+2,048
2020
$19.2K ﹤0.01%
200
2021
$19.2K ﹤0.01%
503
+457
2022
$19.2K ﹤0.01%
950
+150
2023
$19.2K ﹤0.01%
5,872
+2,125
2024
$19.2K ﹤0.01%
828
+24
2025
$19.1K ﹤0.01%
384
79 80
81
82 83