Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$295M
3
+$51.8M
4
NTES icon
NetEase
NTES
+$51.7M
5
JD icon
JD.com
JD
+$44.9M

Top Sells

1
+$41.5M
2
+$38.6M
3
+$29.7M
4
V icon
Visa
V
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.7M

Sector Composition

1 Technology 19.03%
2 Healthcare 12.16%
3 Financials 11.56%
4 Communication Services 9.83%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$10K ﹤0.01%
450
-500
2027
$10K ﹤0.01%
+1,700
2028
$10K ﹤0.01%
1,330
2029
$10K ﹤0.01%
4,852
2030
$10K ﹤0.01%
520
2031
$10K ﹤0.01%
750
-2,300
2032
$10K ﹤0.01%
200
2033
$10K ﹤0.01%
900
2034
$10K ﹤0.01%
900
2035
$9K ﹤0.01%
1,200
2036
$9K ﹤0.01%
1,085
-8,704
2037
$9K ﹤0.01%
900
-700
2038
$9K ﹤0.01%
170
2039
$9K ﹤0.01%
200
2040
$9K ﹤0.01%
69
2041
$9K ﹤0.01%
280
-2,100
2042
$9K ﹤0.01%
7
2043
$9K ﹤0.01%
200
2044
$9K ﹤0.01%
805
2045
$9K ﹤0.01%
200
-200
2046
$8K ﹤0.01%
203
2047
$8K ﹤0.01%
51
-27
2048
$8K ﹤0.01%
1,730
2049
$8K ﹤0.01%
1,770
2050
$8K ﹤0.01%
1,200
-5,600
80 81
82
83 84