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
2026
$1K ﹤0.01%
210
2027
$1K ﹤0.01%
220
2028
$1K ﹤0.01%
58
2029
$1K ﹤0.01%
2,300
-160
2030
$1K ﹤0.01%
1,095
2031
– –
-4,642
2032
– –
-24,688
2033
– –
-23,545
2034
– –
-45,900
2035
– –
-130
2036
– –
-3,675
2037
– –
-1,335
2038
– –
-150
2039
– –
-950
2040
– –
-184
2041
– –
-475
2042
– –
-500
2043
– –
-2,410
2044
– –
-11,000
2045
– –
-21,700
2046
– –
-290
2047
– –
-540,197
2048
– –
-19,800
2049
$0 ﹤0.01%
6
2050
– –
-14
80 81
82
83 84