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
$25.8B
AUM Growth
+$8.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,101
New
Increased
Reduced
Closed

Top Buys

1
+$5.81B
2
+$103M
3
+$96.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$96.4M
5
PEP icon
PepsiCo
PEP
+$87.4M

Top Sells

1
+$42.6M
2
+$42.3M
3
+$23.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$23.1M
5
LULU icon
lululemon athletica
LULU
+$23.1M

Sector Composition

1 Technology 22.06%
2 Financials 9.44%
3 Communication Services 7.17%
4 Healthcare 7.14%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$13.9K ﹤0.01%
1,600
2027
$13.7K ﹤0.01%
544
-138
2028
$13.7K ﹤0.01%
972
+135
2029
$13.6K ﹤0.01%
613
-13,768
2030
$13.6K ﹤0.01%
4,167
-250
2031
$13.6K ﹤0.01%
13,610
-102
2032
$13.6K ﹤0.01%
980
-235
2033
$13.6K ﹤0.01%
81
+36
2034
$13.5K ﹤0.01%
1,001
+43
2035
$13.5K ﹤0.01%
1,019
-238
2036
$13.5K ﹤0.01%
598
+118
2037
$13.3K ﹤0.01%
1,052
-42
2038
$13.3K ﹤0.01%
4,158
+268
2039
$13.2K ﹤0.01%
3,973
+533
2040
$13.1K ﹤0.01%
1,600
2041
$13.1K ﹤0.01%
1,250
+118
2042
$13K ﹤0.01%
2,582
-210
2043
$12.9K ﹤0.01%
436
2044
$12.9K ﹤0.01%
723
2045
$12.9K ﹤0.01%
2,000
2046
$12.9K ﹤0.01%
609
-140
2047
$12.9K ﹤0.01%
212
2048
$12.8K ﹤0.01%
200
+100
2049
$12.8K ﹤0.01%
90
2050
$12.7K ﹤0.01%
1,001
-4
80 81
82
83 84