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
$13.1B
AUM Growth
-$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,902
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.1M
3
+$12.1M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$11.6M
5
WMT icon
Walmart
WMT
+$11.4M

Top Sells

1
+$25.2M
2
+$9.5M
3
+$9.47M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M
5
T icon
AT&T
T
+$8.64M

Sector Composition

1 Technology 24.76%
2 Healthcare 11.96%
3 Financials 11.56%
4 Consumer Discretionary 9.2%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16.1K ﹤0.01%
805
2027
$15.8K ﹤0.01%
1,444
2028
$15.8K ﹤0.01%
595
2029
$15.8K ﹤0.01%
2,270
+28
2030
$15.7K ﹤0.01%
685
-1,690
2031
$15.6K ﹤0.01%
507
2032
$15.5K ﹤0.01%
1,734
2033
$15.5K ﹤0.01%
3,187
2034
$15.4K ﹤0.01%
7,424
2035
$15.3K ﹤0.01%
928
+624
2036
$15.2K ﹤0.01%
3,697
-43,500
2037
$15.2K ﹤0.01%
540
2038
$15.1K ﹤0.01%
1,315
2039
$15.1K ﹤0.01%
4,226
2040
$15.1K ﹤0.01%
3,800
2041
$15K ﹤0.01%
656
+620
2042
$15K ﹤0.01%
380
2043
$15K ﹤0.01%
957
-11,000
2044
$15K ﹤0.01%
943
+12
2045
$14.8K ﹤0.01%
979
2046
$14.8K ﹤0.01%
700
2047
$14.8K ﹤0.01%
339
2048
$14.8K ﹤0.01%
500
2049
$14.8K ﹤0.01%
1,140
-20
2050
$14.8K ﹤0.01%
2,693
-48
80 81
82
83 84