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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-15
2027
– –
-2,600
2028
– –
-55,200
2029
– –
-3,000
2030
– –
-36,500
2031
– –
-2,650
2032
– –
-42,850
2033
– –
-14,500
2034
– –
-30,030
2035
– –
-675
2036
– –
-6,510
2037
– –
-620
2038
– –
-24,400
2039
– –
-1,240
2040
– –
-5,100
2041
– –
-6,193
2042
– –
-13,300
2043
– –
-1,550
2044
– –
-3,634
2045
– –
-2,990
2046
– –
-5,200
2047
– –
-150
2048
– –
-16,000
2049
– –
-39,388
2050
$0 ﹤0.01%
6
80 81
82
83 84