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
1676
$46.1K ﹤0.01%
296
-800
1677
$46K ﹤0.01%
1,590
1678
$45.9K ﹤0.01%
1,409
+589
1679
$45.8K ﹤0.01%
22,330
1680
$45.7K ﹤0.01%
1,760
+120
1681
$45.5K ﹤0.01%
2,811
+56
1682
$44.7K ﹤0.01%
3,938
+3,068
1683
$44.7K ﹤0.01%
4,537
+356
1684
$44.7K ﹤0.01%
1,860
1685
$44.6K ﹤0.01%
1,643
+118
1686
$44.5K ﹤0.01%
6,289
+159
1687
$44.3K ﹤0.01%
4,354
+26
1688
$44.2K ﹤0.01%
1,109
+478
1689
$44.2K ﹤0.01%
5,735
+85
1690
$43.9K ﹤0.01%
650
1691
$43.9K ﹤0.01%
758
+295
1692
$43.8K ﹤0.01%
142
+12
1693
$43.4K ﹤0.01%
495
+201
1694
$43.4K ﹤0.01%
7,300
-1,510
1695
$42.8K ﹤0.01%
4,023
+206
1696
$42.2K ﹤0.01%
9,871
+53
1697
$42.2K ﹤0.01%
514
-500
1698
$41.6K ﹤0.01%
1,419
+9
1699
$41.5K ﹤0.01%
14,710
-2,430
1700
$41.3K ﹤0.01%
2,832
-900
66 67
68
69 70