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
$8.98B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.98M
3
+$7.73M
4
VRSN icon
VeriSign
VRSN
+$6.58M
5
EQIX icon
Equinix
EQIX
+$6.4M

Top Sells

1
+$19.2M
2
+$8.36M
3
+$7.76M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.64M
5
LPT
Liberty Property Trust
LPT
+$6.69M

Sector Composition

1 Technology 20.76%
2 Healthcare 15.94%
3 Financials 12.88%
4 Communication Services 8.79%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
+430
2027
$3K ﹤0.01%
2,170
-3,250
2028
$3K ﹤0.01%
+103
2029
$3K ﹤0.01%
+980
2030
$3K ﹤0.01%
960
-790
2031
$3K ﹤0.01%
+1,840
2032
$3K ﹤0.01%
470
-47,830
2033
$3K ﹤0.01%
+490
2034
$3K ﹤0.01%
92
2035
$3K ﹤0.01%
132
+66
2036
$3K ﹤0.01%
+760
2037
$2K ﹤0.01%
360
2038
$2K ﹤0.01%
+980
2039
$2K ﹤0.01%
53
2040
$2K ﹤0.01%
1,190
-10
2041
– –
0
2042
$2K ﹤0.01%
54
2043
$2K ﹤0.01%
+14
2044
$2K ﹤0.01%
+100
2045
$2K ﹤0.01%
104
2046
$2K ﹤0.01%
71
+22
2047
$2K ﹤0.01%
+46
2048
$2K ﹤0.01%
607
2049
$2K ﹤0.01%
+2
2050
– –
0
80 81
82
83 84