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
701
$1.95M 0.01%
5,153
-3,285
702
$1.95M 0.01%
3,115
703
$1.95M 0.01%
3,532
+532
704
$1.94M 0.01%
16,241
+2,076
705
$1.94M 0.01%
24,337
+42
706
$1.93M 0.01%
11,717
+230
707
$1.92M 0.01%
31,745
+775
708
$1.92M 0.01%
22,178
+3,865
709
$1.91M 0.01%
110,986
+1,765
710
$1.89M 0.01%
61,616
+4,600
711
$1.89M 0.01%
33,002
-6,205
712
$1.89M 0.01%
9,383
+5,219
713
$1.89M 0.01%
3,797
-294
714
$1.89M 0.01%
60,286
+8,383
715
$1.86M 0.01%
29,483
+250
716
$1.84M 0.01%
113,224
+187
717
$1.84M 0.01%
1,214
-167
718
$1.84M 0.01%
15,641
-6,896
719
$1.83M 0.01%
124,071
+163
720
$1.82M 0.01%
73,045
-11,940
721
$1.81M 0.01%
86,283
-142
722
$1.8M 0.01%
31,202
+27
723
$1.8M 0.01%
26,601
724
$1.79M 0.01%
48,438
-497
725
$1.79M 0.01%
30,404
-1,402
27 28
29
30 31