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
$16.5M
AUM Growth
+$462K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$83.4K
2
+$45.9K
3
+$43.7K
4
SE icon
Sea Limited
SE
+$43K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$41.3K

Top Sells

1
+$11.9K
2
+$10.5K
3
+$10.4K
4
CTAS icon
Cintas
CTAS
+$8.61K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$8.22K

Sector Composition

1 Technology 20.35%
2 Financials 11.97%
3 Healthcare 11.18%
4 Consumer Discretionary 9.61%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$28 ﹤0.01%
400
-350
2027
$28 ﹤0.01%
1,290
2028
$28 ﹤0.01%
400
-45,800
2029
$28 ﹤0.01%
800
2030
$28 ﹤0.01%
6,426
2031
$27 ﹤0.01%
980
2032
$27 ﹤0.01%
1,430
2033
$27 ﹤0.01%
400
2034
$27 ﹤0.01%
950
2035
$27 ﹤0.01%
+300
2036
$27 ﹤0.01%
525
2037
$27 ﹤0.01%
685
2038
$26 ﹤0.01%
950
+200
2039
$26 ﹤0.01%
1,770
-2,000
2040
$26 ﹤0.01%
440
2041
$25 ﹤0.01%
1,600
2042
$25 ﹤0.01%
430
2043
$24 ﹤0.01%
200
2044
$24 ﹤0.01%
4,480
2045
$24 ﹤0.01%
810
2046
$24 ﹤0.01%
700
2047
$24 ﹤0.01%
1,380
2048
$24 ﹤0.01%
50
2049
$24 ﹤0.01%
80
2050
$24 ﹤0.01%
1,730
80 81
82
83 84