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
851
$1.11M 0.01%
3,559
+59
852
$1.11M 0.01%
30,074
853
$1.11M 0.01%
730
-561
854
$1.11M 0.01%
21,733
-6,300
855
$1.1M 0.01%
57,043
-1,720
856
$1.1M 0.01%
170,806
+128
857
$1.1M 0.01%
25,140
-125
858
$1.1M 0.01%
16,505
+3,300
859
$1.09M 0.01%
14,345
+1,335
860
$1.09M 0.01%
12,485
-530
861
$1.09M 0.01%
26,698
-755
862
$1.09M 0.01%
17,833
+2,300
863
$1.09M 0.01%
15,418
+300
864
$1.07M 0.01%
43,592
+6,698
865
$1.07M 0.01%
67,067
+4,190
866
$1.06M 0.01%
76,160
+8,890
867
$1.06M 0.01%
28,200
868
$1.06M 0.01%
22,100
869
$1.06M 0.01%
30,900
870
$1.04M 0.01%
6,525
-143
871
$1.04M 0.01%
67,814
-4,021
872
$1.04M 0.01%
5,640
+105
873
$1.03M 0.01%
16,763
-171
874
$1.03M 0.01%
14,625
-5,676
875
$1.02M 0.01%
11,703
-200
33 34
35
36 37