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

Top Buys

1
+$65.2M
2
+$13.2M
3
+$6.37M
4
MS icon
Morgan Stanley
MS
+$5.08M
5
VZ icon
Verizon
VZ
+$4.72M

Top Sells

1
+$13.8M
2
+$12.5M
3
+$7.14M
4
ABT icon
Abbott
ABT
+$7.12M
5
LLY icon
Eli Lilly
LLY
+$7.07M

Sector Composition

1 Technology 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.82%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-400
2027
– –
-15
2028
– –
-2,600
2029
– –
-55,200
2030
– –
-3,000
2031
– –
-36,500
2032
– –
-2,650
2033
– –
-42,850
2034
– –
-14,500
2035
– –
-30,030
2036
– –
-675
2037
– –
-6,510
2038
– –
-620
2039
– –
-24,400
2040
– –
-1,240
2041
– –
-5,100
2042
– –
-6,193
2043
– –
-1,550
2044
– –
-2,990
2045
– –
-5,200
2046
– –
-150
2047
– –
-16,000
2048
– –
-39,388
2049
$0 ﹤0.01%
6
2050
$0 ﹤0.01%
+67
80 81
82
83 84