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
1151
$396K ﹤0.01%
6,356
+64
1152
$395K ﹤0.01%
17,636
+917
1153
$389K ﹤0.01%
24,665
+42
1154
$389K ﹤0.01%
13,504
+510
1155
$387K ﹤0.01%
5,558
-1,281
1156
$387K ﹤0.01%
11,460
+810
1157
$386K ﹤0.01%
9,613
+13
1158
$384K ﹤0.01%
5,414
+59
1159
$383K ﹤0.01%
7,269
1160
$382K ﹤0.01%
946
-7,369
1161
$382K ﹤0.01%
958
+47
1162
$382K ﹤0.01%
2,058
+116
1163
$379K ﹤0.01%
7,152
1164
$377K ﹤0.01%
15,300
1165
$377K ﹤0.01%
3,589
+140
1166
$377K ﹤0.01%
1,050
1167
$376K ﹤0.01%
6,100
1168
$371K ﹤0.01%
3,041
-45
1169
$371K ﹤0.01%
3,213
-394
1170
$371K ﹤0.01%
2,843
1171
$369K ﹤0.01%
26,938
1172
$369K ﹤0.01%
47,928
+28,115
1173
$369K ﹤0.01%
3,879
-90
1174
$365K ﹤0.01%
5,480
1175
$364K ﹤0.01%
8,020
+11
45 46
47
48 49