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
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$18K ﹤0.01%
1,115
2027
$18K ﹤0.01%
1,039
2028
$18K ﹤0.01%
852
+810
2029
$18K ﹤0.01%
426
2030
$18K ﹤0.01%
958
+900
2031
$18K ﹤0.01%
14,777
-7,540
2032
$18K ﹤0.01%
3,128
-1,944
2033
$18K ﹤0.01%
1,836
+1,600
2034
$18K ﹤0.01%
940
2035
$17K ﹤0.01%
5,116
2036
$17K ﹤0.01%
1,635
-24
2037
$17K ﹤0.01%
382
+35
2038
$17K ﹤0.01%
623
-1,257
2039
$17K ﹤0.01%
2,190
+168
2040
$17K ﹤0.01%
+3,290
2041
$17K ﹤0.01%
395
+380
2042
$17K ﹤0.01%
+1,200
2043
$17K ﹤0.01%
+2,390
2044
$17K ﹤0.01%
60
2045
$17K ﹤0.01%
730
+700
2046
$17K ﹤0.01%
662
2047
$17K ﹤0.01%
659
2048
$17K ﹤0.01%
1,815
2049
$16K ﹤0.01%
1,920
-4,430
2050
$16K ﹤0.01%
1,021
+970
80 81
82
83 84