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
1651
$50.5K ﹤0.01%
4,035
+2,235
1652
$50.1K ﹤0.01%
11,947
+147
1653
$49.9K ﹤0.01%
1,482
+32
1654
$49.8K ﹤0.01%
2,228
-2,000
1655
$49.7K ﹤0.01%
12,158
+253
1656
$49.7K ﹤0.01%
8,798
-22
1657
$49.5K ﹤0.01%
964
+304
1658
$49.4K ﹤0.01%
2,827
1659
$49.1K ﹤0.01%
6,503
1660
$49K ﹤0.01%
300
-300
1661
$48.9K ﹤0.01%
1,293
+440
1662
$48.1K ﹤0.01%
493
+33
1663
$47.9K ﹤0.01%
1,369
+26
1664
$47.8K ﹤0.01%
954
+9
1665
$47.7K ﹤0.01%
626
1666
$47.6K ﹤0.01%
2,027
1667
$47.6K ﹤0.01%
525
1668
$46.8K ﹤0.01%
3,910
1669
$46.7K ﹤0.01%
7,830
1670
$46.6K ﹤0.01%
1,442
+535
1671
$46.6K ﹤0.01%
2,000
1672
$46.6K ﹤0.01%
11,560
1673
$46.4K ﹤0.01%
1,710
1674
$46.3K ﹤0.01%
2,740
-227
1675
$46.3K ﹤0.01%
3,727
+117
65 66
67
68 69