Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$34M
3 +$30M
4
AMZN icon
Amazon
AMZN
+$29.2M
5
SBUX icon
Starbucks
SBUX
+$27.9M

Top Sells

1 +$19.2M
2 +$9M
3 +$7.16M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.96M
5
ABT icon
Abbott
ABT
+$5.68M

Sector Composition

1 Technology 23.46%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$22K ﹤0.01%
900
2027
$22K ﹤0.01%
740
2028
$22K ﹤0.01%
420
2029
$22K ﹤0.01%
515
2030
$21K ﹤0.01%
+1,200
2031
$21K ﹤0.01%
3,894
2032
$20K ﹤0.01%
1,280
2033
$20K ﹤0.01%
2,500
-6,775
2034
$20K ﹤0.01%
+2,988
2035
$19K ﹤0.01%
570
2036
$19K ﹤0.01%
1,600
2037
$19K ﹤0.01%
680
2038
$19K ﹤0.01%
75
2039
$19K ﹤0.01%
+190
2040
$19K ﹤0.01%
500
2041
$19K ﹤0.01%
915
+200
2042
$18K ﹤0.01%
450
2043
$18K ﹤0.01%
500
2044
$18K ﹤0.01%
1,250
2045
$18K ﹤0.01%
900
+262
2046
$18K ﹤0.01%
4,404
+1,780
2047
$18K ﹤0.01%
607
2048
$18K ﹤0.01%
835
2049
$18K ﹤0.01%
800
2050
$18K ﹤0.01%
1,705