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
1576
$68.4K ﹤0.01%
2,392
+102
1577
$67.9K ﹤0.01%
18,800
-30
1578
$67.3K ﹤0.01%
12,916
1579
$67.3K ﹤0.01%
931
-1,874
1580
$67.2K ﹤0.01%
993
+333
1581
$67.1K ﹤0.01%
2,851
+50
1582
$66.7K ﹤0.01%
1,799
+44
1583
$66.4K ﹤0.01%
718
+235
1584
$66.2K ﹤0.01%
800
+197
1585
$65.8K ﹤0.01%
3,414
+119
1586
$65.1K ﹤0.01%
2,200
1587
$64.9K ﹤0.01%
1,218
-201
1588
$64.9K ﹤0.01%
135
1589
$64.8K ﹤0.01%
1,066
1590
$64.5K ﹤0.01%
2,396
+56
1591
$64.2K ﹤0.01%
7,299
+300
1592
$63.9K ﹤0.01%
4,930
+75
1593
$63.8K ﹤0.01%
4,240
1594
$63.6K ﹤0.01%
2,531
1595
$63.5K ﹤0.01%
1,060
+267
1596
$63.4K ﹤0.01%
10,069
1597
$63.4K ﹤0.01%
2,118
+38
1598
$63.4K ﹤0.01%
1,535
+35
1599
$63.4K ﹤0.01%
2,990
+1,000
1600
$63.2K ﹤0.01%
1,824
62 63
64
65 66