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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
$11.3B
AUM Growth
+$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$10.3M
3
+$9.93M
4
PLD icon
Prologis
PLD
+$9.34M
5
PSA icon
Public Storage
PSA
+$9.31M

Top Sells

1
+$16.2M
2
+$11.4M
3
+$8.45M
4
TSS
Total System Services, Inc.
TSS
+$6.43M
5
WP
Worldpay, Inc.
WP
+$5.78M

Sector Composition

1 Technology 17.02%
2 Financials 14.16%
3 Healthcare 12.98%
4 Industrials 9.16%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-700
2027
– –
-140
2028
– –
-220
2029
– –
-1,172
2030
– –
-48,400
2031
– –
-7,000
2032
– –
-11,700
2033
– –
-400
2034
– –
-230
2035
– –
-18,800
2036
– –
-150
2037
– –
-500
2038
– –
-86,900
2039
– –
-360
2040
– –
-6,000
2041
– –
-126
2042
– –
-45
2043
– –
-1,500
2044
– –
-50
2045
– –
-560
2046
– –
-658
2047
– –
-400
2048
– –
-5,000
2049
– –
-530
2050
– –
-2,178
80 81
82
83 84