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
876
$1.02M 0.01%
11,525
+290
877
$1.01M 0.01%
42,679
+34,539
878
$1.01M 0.01%
89,122
-3,900
879
$1M 0.01%
42,236
-9,000
880
$998K 0.01%
6,206
881
$995K 0.01%
7,215
-18,389
882
$993K 0.01%
7,887
+2,005
883
$962K 0.01%
15,565
-1,105
884
$942K 0.01%
121,255
-15,463
885
$942K 0.01%
28,965
+22
886
$940K 0.01%
116,270
-37,125
887
$939K 0.01%
20,052
+30
888
$933K 0.01%
52,315
+925
889
$929K 0.01%
3,188
+20
890
$926K 0.01%
2,822
+10
891
$924K 0.01%
37,766
+93
892
$922K 0.01%
7,771
+11
893
$921K 0.01%
53,338
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894
$920K 0.01%
195,646
-32,200
895
$919K 0.01%
17,833
+289
896
$918K 0.01%
19,494
-3,582
897
$918K 0.01%
37,005
+717
898
$905K 0.01%
71,577
+91
899
$900K 0.01%
67,959
-2,868
900
$897K 0.01%
52,186
+917
34 35
36
37 38