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
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$40 ﹤0.01%
1,500
2027
$40 ﹤0.01%
4,000
2028
$39 ﹤0.01%
2,620
2029
$39 ﹤0.01%
465
2030
$38 ﹤0.01%
2,200
2031
$38 ﹤0.01%
1,400
2032
$38 ﹤0.01%
100
2033
$38 ﹤0.01%
3,275
-7,150
2034
$38 ﹤0.01%
453
-100
2035
$38 ﹤0.01%
565
2036
$37 ﹤0.01%
810
2037
$37 ﹤0.01%
2,100
2038
$36 ﹤0.01%
1,200
2039
$36 ﹤0.01%
+500
2040
$36 ﹤0.01%
1,500
2041
$36 ﹤0.01%
1,500
2042
$36 ﹤0.01%
1,300
-1,485
2043
$36 ﹤0.01%
1,000
2044
$36 ﹤0.01%
3,170
2045
$36 ﹤0.01%
+3,800
2046
$35 ﹤0.01%
1,147
2047
$35 ﹤0.01%
1,920
2048
$35 ﹤0.01%
285
2049
$35 ﹤0.01%
1,220
2050
$34 ﹤0.01%
1,425
80 81
82
83 84