Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.5B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,416
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$74.7M
3
+$37.6M
4
GD icon
General Dynamics
GD
+$36.8M
5
LMT icon
Lockheed Martin
LMT
+$32.9M

Top Sells

1
+$59.5M
2
+$40.4M
3
+$25.1M
4
MSCI icon
MSCI
MSCI
+$24.4M
5
INTC icon
Intel
INTC
+$22.8M

Sector Composition

1 Technology 20.96%
2 Healthcare 12.75%
3 Financials 12.11%
4 Consumer Discretionary 10.05%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$39K ﹤0.01%
3,894
2027
$39K ﹤0.01%
300
2028
$38K ﹤0.01%
2,200
2029
$38K ﹤0.01%
11,739
2030
$38K ﹤0.01%
4,900
+2,200
2031
$38K ﹤0.01%
+450
2032
$37K ﹤0.01%
350
-250
2033
$37K ﹤0.01%
+2,400
2034
$37K ﹤0.01%
1,250
-3,100
2035
$37K ﹤0.01%
500
2036
$37K ﹤0.01%
+2,100
2037
$37K ﹤0.01%
+1,300
2038
$36K ﹤0.01%
3,325
+1,400
2039
$36K ﹤0.01%
565
+50
2040
$35K ﹤0.01%
+700
2041
$35K ﹤0.01%
3,700
-13,300
2042
$35K ﹤0.01%
780
+400
2043
$34K ﹤0.01%
9,000
2044
$34K ﹤0.01%
900
-575
2045
$34K ﹤0.01%
5,212
+1
2046
$33K ﹤0.01%
+1,200
2047
$33K ﹤0.01%
+500
2048
$33K ﹤0.01%
1,276
+289
2049
$33K ﹤0.01%
1,150
-1,150
2050
$33K ﹤0.01%
+4,000
80 81
82
83 84