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
1626
$56.1K ﹤0.01%
3,523
-3,520
1627
$55.9K ﹤0.01%
534
+38
1628
$55.6K ﹤0.01%
4,400
1629
$55.5K ﹤0.01%
1,435
+73
1630
$55.2K ﹤0.01%
1,204
+34
1631
$54.2K ﹤0.01%
1,415
1632
$54.2K ﹤0.01%
741
+15
1633
$54K ﹤0.01%
4,250
+1,300
1634
$53.9K ﹤0.01%
1,005
+7
1635
$53.5K ﹤0.01%
3,815
+85
1636
$53.2K ﹤0.01%
2,188
-7
1637
$52.8K ﹤0.01%
1,657
+37
1638
$52.7K ﹤0.01%
4,346
+10
1639
$52.7K ﹤0.01%
10,800
1640
$52.3K ﹤0.01%
5,537
1641
$52.2K ﹤0.01%
2,226
1642
$52.2K ﹤0.01%
4,987
+109
1643
$52.1K ﹤0.01%
1,000
1644
$51.9K ﹤0.01%
779
+280
1645
$51.9K ﹤0.01%
1,027
+391
1646
$51.8K ﹤0.01%
563
+39
1647
$51.7K ﹤0.01%
393
+17
1648
$51.6K ﹤0.01%
4,351
+12
1649
$50.7K ﹤0.01%
544
+456
1650
$50.6K ﹤0.01%
1,153
-1,277
64 65
66
67 68