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
1451
$104K ﹤0.01%
7,292
+52
1452
$104K ﹤0.01%
4,345
+690
1453
$104K ﹤0.01%
3,126
+480
1454
$104K ﹤0.01%
2,414
1455
$103K ﹤0.01%
2,733
+23
1456
$103K ﹤0.01%
5,000
1457
$102K ﹤0.01%
5,801
+410
1458
$102K ﹤0.01%
1,855
+374
1459
$102K ﹤0.01%
3,117
+481
1460
$101K ﹤0.01%
2,272
+48
1461
$101K ﹤0.01%
4,517
-2,560
1462
$101K ﹤0.01%
9,178
+53
1463
$101K ﹤0.01%
1,700
+256
1464
$101K ﹤0.01%
16,877
+365
1465
$101K ﹤0.01%
468
1466
$100K ﹤0.01%
2,046
+24
1467
$100K ﹤0.01%
5,331
-1,500
1468
$100K ﹤0.01%
14,814
+1,839
1469
$100K ﹤0.01%
1,397
+38
1470
$99.9K ﹤0.01%
4,000
1471
$99.8K ﹤0.01%
6,565
+130
1472
$98.6K ﹤0.01%
6,071
+1,654
1473
$98.6K ﹤0.01%
3,058
+627
1474
$98.4K ﹤0.01%
1,748
+18
1475
$98.3K ﹤0.01%
4,312
+95
57 58
59
60 61