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
1551
$77.2K ﹤0.01%
2,600
1552
$75.9K ﹤0.01%
958
+194
1553
$75.6K ﹤0.01%
5,295
+155
1554
$75.6K ﹤0.01%
947
+26
1555
$74.9K ﹤0.01%
277
1556
$74.7K ﹤0.01%
1,927
1557
$73.5K ﹤0.01%
2,217
+63
1558
$73.5K ﹤0.01%
896
+836
1559
$73K ﹤0.01%
1,477
+97
1560
$73K ﹤0.01%
2,181
1561
$72.5K ﹤0.01%
4,450
+26
1562
$72.3K ﹤0.01%
4,516
+67
1563
$72.3K ﹤0.01%
4,179
+1,016
1564
$72.3K ﹤0.01%
2,055
+455
1565
$71.5K ﹤0.01%
616
-100
1566
$71.5K ﹤0.01%
2,256
+40
1567
$71.4K ﹤0.01%
1,031
1568
$71.3K ﹤0.01%
2,620
-2,250
1569
$70.8K ﹤0.01%
15,883
1570
$69.7K ﹤0.01%
19,371
+198
1571
$69.7K ﹤0.01%
1,332
-378
1572
$69.5K ﹤0.01%
2,038
+483
1573
$69K ﹤0.01%
5,342
1574
$69K ﹤0.01%
6,513
+73
1575
$68.7K ﹤0.01%
2,358
+50
61 62
63
64 65