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
801
$1.27M 0.01%
24,488
+390
802
$1.26M 0.01%
7,125
+13
803
$1.26M 0.01%
43,020
-235
804
$1.26M 0.01%
52,314
-5,400
805
$1.26M 0.01%
27,712
-1,300
806
$1.26M 0.01%
11,102
-1,900
807
$1.25M 0.01%
11,708
+37
808
$1.24M 0.01%
31,634
809
$1.24M 0.01%
44,308
+40,500
810
$1.23M 0.01%
16,018
811
$1.23M 0.01%
36,815
+36
812
$1.23M 0.01%
181,067
+40
813
$1.23M 0.01%
8,359
-501
814
$1.22M 0.01%
139,915
-203,882
815
$1.22M 0.01%
31,656
-6,074
816
$1.22M 0.01%
78,014
+75,000
817
$1.22M 0.01%
8,155
818
$1.21M 0.01%
32,264
-1,961
819
$1.21M 0.01%
19,713
+4,613
820
$1.21M 0.01%
24,895
+360
821
$1.21M 0.01%
+279,958
822
$1.21M 0.01%
26,726
+386
823
$1.2M 0.01%
38,947
-1,273
824
$1.2M 0.01%
25,063
-755
825
$1.2M 0.01%
16,019
+3,209
31 32
33
34 35