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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
+$3.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,114
New
Increased
Reduced
Closed

Top Buys

1
+$2.77B
2
+$47.2M
3
+$40.4M
4
MS icon
Morgan Stanley
MS
+$39.9M
5
COST icon
Costco
COST
+$38.7M

Top Sells

1
+$396M
2
+$118M
3
+$74.6M
4
AMAT icon
Applied Materials
AMAT
+$53.7M
5
ADP icon
Automatic Data Processing
ADP
+$48M

Sector Composition

1 Technology 22.27%
2 Financials 9.62%
3 Communication Services 7.08%
4 Consumer Discretionary 6.44%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$19K ﹤0.01%
584
2027
$19K ﹤0.01%
270
2028
$18.9K ﹤0.01%
332
2029
$18.9K ﹤0.01%
1,321
+592
2030
$18.9K ﹤0.01%
650
-168
2031
$18.8K ﹤0.01%
1,498
2032
$18.8K ﹤0.01%
562
+148
2033
$18.8K ﹤0.01%
437
2034
$18.7K ﹤0.01%
485
2035
$18.7K ﹤0.01%
511
+26
2036
$18.7K ﹤0.01%
139
2037
$18.7K ﹤0.01%
942
2038
$18.6K ﹤0.01%
659
2039
$18.6K ﹤0.01%
179
-3
2040
$18.6K ﹤0.01%
192
2041
$18.5K ﹤0.01%
747
2042
$18.4K ﹤0.01%
2,112
2043
$18.4K ﹤0.01%
5,248
2044
$18.4K ﹤0.01%
2,765
2045
$18.3K ﹤0.01%
1,855
2046
$18.2K ﹤0.01%
2,967
-61,561
2047
$18.1K ﹤0.01%
6,738
+1,812
2048
$18K ﹤0.01%
107
-1,249
2049
$17.9K ﹤0.01%
2,204
2050
$17.8K ﹤0.01%
992
+257
80 81
82
83 84