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
1601
$63.2K ﹤0.01%
2,296
-64
1602
$63K ﹤0.01%
7,805
1603
$63K ﹤0.01%
900
1604
$62.9K ﹤0.01%
1,045
+25
1605
$62.6K ﹤0.01%
833
+9
1606
$62.4K ﹤0.01%
745
+5
1607
$62.1K ﹤0.01%
731
+220
1608
$62.1K ﹤0.01%
1,467
1609
$61.6K ﹤0.01%
4,134
+132
1610
$61.2K ﹤0.01%
1,712
+28
1611
$60.7K ﹤0.01%
1,761
1612
$60.5K ﹤0.01%
2,860
-1,416
1613
$60.4K ﹤0.01%
2,297
+45
1614
$59.8K ﹤0.01%
3,285
+125
1615
$59.8K ﹤0.01%
20,387
-5,157
1616
$59.8K ﹤0.01%
1,742
+53
1617
$59.6K ﹤0.01%
2,922
1618
$58.4K ﹤0.01%
4,220
1619
$58K ﹤0.01%
12,063
+6,582
1620
$57.2K ﹤0.01%
5,600
1621
$56.8K ﹤0.01%
4,945
+21
1622
$56.7K ﹤0.01%
3,438
+14
1623
$56.6K ﹤0.01%
4,905
-1,211
1624
$56.5K ﹤0.01%
1,995
+105
1625
$56.4K ﹤0.01%
735
+18
63 64
65
66 67