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
1251
$257K ﹤0.01%
14,223
+43
1252
$255K ﹤0.01%
9,759
+255
1253
$254K ﹤0.01%
11,086
+20
1254
$252K ﹤0.01%
1,700
-7,383
1255
$252K ﹤0.01%
23,740
+45
1256
$250K ﹤0.01%
17,170
+16,213
1257
$250K ﹤0.01%
2,400
+175
1258
$250K ﹤0.01%
2,394
1259
$248K ﹤0.01%
4,328
+15
1260
$247K ﹤0.01%
9,883
+40
1261
$244K ﹤0.01%
7,020
+6,020
1262
$243K ﹤0.01%
2,248
+7
1263
$242K ﹤0.01%
8,347
+27
1264
$241K ﹤0.01%
1,177
+63
1265
$241K ﹤0.01%
3,097
+225
1266
$241K ﹤0.01%
1,921
+192
1267
$239K ﹤0.01%
1,935
+19
1268
$236K ﹤0.01%
6,525
+470
1269
$235K ﹤0.01%
8,957
+32
1270
$235K ﹤0.01%
7,015
+115
1271
$232K ﹤0.01%
7,055
+64
1272
$232K ﹤0.01%
22,521
-15,700
1273
$232K ﹤0.01%
25,317
+23,972
1274
$232K ﹤0.01%
1,226
+140
1275
$231K ﹤0.01%
12,900
49 50
51
52 53