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
$15.4B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$41.1M
3
+$36.9M
4
MU icon
Micron Technology
MU
+$28.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.4M

Top Sells

1
+$198M
2
+$33M
3
+$22.6M
4
COST icon
Costco
COST
+$21.7M
5
WMT icon
Walmart
WMT
+$16M

Sector Composition

1 Technology 27.36%
2 Financials 12.62%
3 Healthcare 11.6%
4 Consumer Discretionary 9.52%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$161 ﹤0.01%
23
+5
2677
$160 ﹤0.01%
8
2678
$160 ﹤0.01%
7
2679
$158 ﹤0.01%
+22
2680
$155 ﹤0.01%
+162
2681
$154 ﹤0.01%
+62
2682
$153 ﹤0.01%
+4
2683
$152 ﹤0.01%
+14
2684
$149 ﹤0.01%
+138
2685
$149 ﹤0.01%
28
2686
$148 ﹤0.01%
+6
2687
$147 ﹤0.01%
+24
2688
$141 ﹤0.01%
+12
2689
$136 ﹤0.01%
+6
2690
$134 ﹤0.01%
+6
2691
$133 ﹤0.01%
+52
2692
$132 ﹤0.01%
+9
2693
$130 ﹤0.01%
20
-14
2694
$130 ﹤0.01%
30
2695
$129 ﹤0.01%
3
2696
$127 ﹤0.01%
+105
2697
$124 ﹤0.01%
+36
2698
$124 ﹤0.01%
+10
2699
$124 ﹤0.01%
+161
2700
$119 ﹤0.01%
6
+1
106 107
108
109 110