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
2751
$44 ﹤0.01%
15
2752
$44 ﹤0.01%
+5
2753
$43 ﹤0.01%
33
-31
2754
$42 ﹤0.01%
+3
2755
$42 ﹤0.01%
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-54
2756
$40 ﹤0.01%
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2757
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+30
2758
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2
-1
2759
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$33 ﹤0.01%
7
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5
-8
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$31 ﹤0.01%
+4
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$31 ﹤0.01%
+1
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$28 ﹤0.01%
10
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$27 ﹤0.01%
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+1
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$26 ﹤0.01%
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2771
$26 ﹤0.01%
2
-13
2772
$26 ﹤0.01%
+8
2773
$25 ﹤0.01%
+4
2774
$24 ﹤0.01%
+5
2775
$23 ﹤0.01%
+1
109 110
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