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
651
$2.38M 0.02%
44,951
-185
652
$2.36M 0.02%
93,935
+5,762
653
$2.35M 0.02%
30,442
+19
654
$2.33M 0.02%
48,982
+23,196
655
$2.32M 0.02%
45,677
-965
656
$2.3M 0.02%
40,151
+515
657
$2.3M 0.02%
46,421
658
$2.3M 0.01%
45,000
659
$2.29M 0.01%
26,047
-7,130
660
$2.28M 0.01%
75,000
661
$2.28M 0.01%
24,900
662
$2.27M 0.01%
48,207
+763
663
$2.26M 0.01%
24,885
-1,900
664
$2.26M 0.01%
52,822
-300
665
$2.25M 0.01%
78,212
+902
666
$2.25M 0.01%
68,906
-2,178
667
$2.23M 0.01%
16,362
-500
668
$2.22M 0.01%
41,307
-4,800
669
$2.21M 0.01%
5,326
-156
670
$2.21M 0.01%
30,027
+2,174
671
$2.2M 0.01%
17,875
-1,623
672
$2.18M 0.01%
31,818
+367
673
$2.17M 0.01%
36,010
674
$2.17M 0.01%
200,235
+125
675
$2.17M 0.01%
58,465
-420
25 26
27
28 29