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
676
$2.15M 0.01%
16,852
-5,000
677
$2.14M 0.01%
18,779
-7,962
678
$2.13M 0.01%
1,303
-735
679
$2.12M 0.01%
19,440
680
$2.12M 0.01%
42,777
-1,100
681
$2.11M 0.01%
150,250
682
$2.1M 0.01%
31,294
+69
683
$2.1M 0.01%
12,774
-1,116
684
$2.08M 0.01%
5,675
-5,098
685
$2.08M 0.01%
18,418
+6,843
686
$2.08M 0.01%
27,830
+1,350
687
$2.07M 0.01%
30,529
-2,812
688
$2.06M 0.01%
95,118
-3,358
689
$2.06M 0.01%
33,084
+20
690
$2.06M 0.01%
28,850
691
$2.04M 0.01%
35,351
-76,882
692
$2M 0.01%
121,319
+820
693
$2M 0.01%
39,978
-245
694
$2M 0.01%
18,944
+821
695
$1.97M 0.01%
1,100
696
$1.97M 0.01%
17,524
+154
697
$1.96M 0.01%
28,350
+225
698
$1.96M 0.01%
41,100
699
$1.96M 0.01%
45,340
+608
700
$1.95M 0.01%
29,220
+967
26 27
28
29 30