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
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$23.5K ﹤0.01%
1,756
+86
2027
$23.4K ﹤0.01%
907
2028
$23.4K ﹤0.01%
2,562
+48
2029
$23.4K ﹤0.01%
518
+512
2030
$23.2K ﹤0.01%
+1,740
2031
$23.2K ﹤0.01%
1,140
+137
2032
$23K ﹤0.01%
420
2033
$22.9K ﹤0.01%
302
-6
2034
$22.8K ﹤0.01%
270
+262
2035
$22.7K ﹤0.01%
+5,660
2036
$22.7K ﹤0.01%
660
+630
2037
$22.5K ﹤0.01%
1,038
-2,200
2038
$22.4K ﹤0.01%
730
2039
$22.3K ﹤0.01%
1,526
-22
2040
$22.3K ﹤0.01%
897
-287
2041
$22.2K ﹤0.01%
3,373
+3,210
2042
$22K ﹤0.01%
3,720
-3,702
2043
$22K ﹤0.01%
+4,200
2044
$21.9K ﹤0.01%
2,236
+1,490
2045
$21.8K ﹤0.01%
+3,485
2046
$21.8K ﹤0.01%
662
2047
$21.7K ﹤0.01%
2,158
+2,080
2048
$21.6K ﹤0.01%
+1,140
2049
$21.5K ﹤0.01%
5,200
+5,088
2050
$21.5K ﹤0.01%
527
+180
80 81
82
83 84