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
776
$1.39M 0.01%
43,408
-8,965
777
$1.39M 0.01%
53,215
778
$1.38M 0.01%
13,066
+167
779
$1.38M 0.01%
16,020
-487
780
$1.38M 0.01%
25,051
781
$1.38M 0.01%
11,890
782
$1.38M 0.01%
16,939
+16,797
783
$1.37M 0.01%
31,695
-6,061
784
$1.37M 0.01%
10,200
-171
785
$1.36M 0.01%
66,129
+70
786
$1.35M 0.01%
167,590
+60
787
$1.35M 0.01%
204,435
+200,209
788
$1.34M 0.01%
51,124
+710
789
$1.34M 0.01%
7,974
790
$1.33M 0.01%
128,819
+40
791
$1.33M 0.01%
20,024
-911
792
$1.3M 0.01%
92,936
+424
793
$1.29M 0.01%
109,500
-93,641
794
$1.29M 0.01%
21,904
-792
795
$1.28M 0.01%
31,700
+7,521
796
$1.28M 0.01%
5,053
+25
797
$1.27M 0.01%
15,980
-516
798
$1.27M 0.01%
90,295
+18,813
799
$1.27M 0.01%
19,893
+4,228
800
$1.27M 0.01%
109,945
-1,571
30 31
32
33 34