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
826
$1.19M 0.01%
32,867
+2,857
827
$1.19M 0.01%
23,038
-979
828
$1.19M 0.01%
29,621
+300
829
$1.19M 0.01%
8,205
-1,000
830
$1.19M 0.01%
33,092
+28
831
$1.19M 0.01%
12,499
+196
832
$1.18M 0.01%
25,842
+400
833
$1.18M 0.01%
31,758
-1,275
834
$1.18M 0.01%
59,962
+106
835
$1.18M 0.01%
10,462
+612
836
$1.18M 0.01%
27,715
+180
837
$1.17M 0.01%
41,058
-290
838
$1.17M 0.01%
15,807
+257
839
$1.17M 0.01%
6,740
+121
840
$1.15M 0.01%
5,785
+2,993
841
$1.15M 0.01%
15,570
+28
842
$1.14M 0.01%
10,600
+84
843
$1.13M 0.01%
13,992
+44
844
$1.13M 0.01%
5,992
+11
845
$1.13M 0.01%
18,874
+3,733
846
$1.12M 0.01%
21,955
+533
847
$1.12M 0.01%
7,319
-816
848
$1.12M 0.01%
11,199
+217
849
$1.12M 0.01%
4,239
-9,852
850
$1.12M 0.01%
158,860
-2,077
32 33
34
35 36