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
901
$895K 0.01%
19,553
+413
902
$890K 0.01%
61,200
903
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45,062
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904
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9,229
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905
$889K 0.01%
3,436
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906
$883K 0.01%
15,630
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907
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12,263
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76,122
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909
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24,635
-18
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6,656
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912
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4,424
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913
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5,581
-36
914
$864K 0.01%
53,835
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915
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113,985
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5,115
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76,188
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30,865
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43,545
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923
$847K 0.01%
72,825
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924
$843K 0.01%
46,444
-1,813
925
$838K 0.01%
4,703
+1,433
35 36
37
38 39