Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
+$37.1M
2
+$34.1M
3
+$29.2M
4
MA icon
Mastercard
MA
+$28.8M
5
AKAM icon
Akamai
AKAM
+$27.9M

Top Sells

1
+$19.3M
2
+$9.02M
3
+$7.05M
4
MDT icon
Medtronic
MDT
+$6.92M
5
JPM icon
JPMorgan Chase
JPM
+$5.67M

Sector Composition

1 Technology 23.45%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.55%
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%
835
2045
$18K ﹤0.01%
800
2046
$18K ﹤0.01%
1,705
2047
$18K ﹤0.01%
1,400
2048
$18K ﹤0.01%
1,250
2049
$18K ﹤0.01%
900
+262
2050
$18K ﹤0.01%
4,404
+1,780
80 81
82
83 84