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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$4K ﹤0.01%
+1,700
2027
$4K ﹤0.01%
430
2028
$4K ﹤0.01%
118
+15
2029
$4K ﹤0.01%
+390
2030
$4K ﹤0.01%
645
+175
2031
$4K ﹤0.01%
+4,070
2032
$3K ﹤0.01%
14
2033
$3K ﹤0.01%
117
+13
2034
$3K ﹤0.01%
78
-104
2035
$3K ﹤0.01%
79
+33
2036
$3K ﹤0.01%
151
2037
$3K ﹤0.01%
200
2038
$3K ﹤0.01%
272
2039
$3K ﹤0.01%
500
2040
$3K ﹤0.01%
480
2041
$3K ﹤0.01%
724
-7,400
2042
– –
0
2043
$3K ﹤0.01%
16
2044
$3K ﹤0.01%
96
+25
2045
$3K ﹤0.01%
590
-170
2046
$2K ﹤0.01%
500
-32,000
2047
$2K ﹤0.01%
800
-21,000
2048
$2K ﹤0.01%
320
2049
$2K ﹤0.01%
61
2050
$2K ﹤0.01%
1,345
-4,195
80 81
82
83 84