Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.81%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$0 ﹤0.01%
83
2027
– –
-2,519
2028
– –
-4,380
2029
– –
-1,490
2030
– –
-2,055
2031
– –
-29,600
2032
– –
-1,190
2033
$0 ﹤0.01%
147
2034
– –
-2,000
2035
$0 ﹤0.01%
200
2036
– –
-700
2037
– –
-2,000
2038
$0 ﹤0.01%
1,095
2039
– –
-400
2040
– –
-2,600
2041
– –
-55,200
2042
– –
-3,000
2043
– –
-36,500
2044
– –
-1,550
2045
– –
-1,240
2046
– –
-5,100
2047
– –
-16,000
2048
$0 ﹤0.01%
+67
2049
$0 ﹤0.01%
7
2050
– –
-1,300
80 81
82
83 84