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
1726
$37.4K ﹤0.01%
1,541
+491
1727
$37.2K ﹤0.01%
4,093
+1,748
1728
$36.8K ﹤0.01%
1,990
+70
1729
$36.4K ﹤0.01%
1,111
+86
1730
$36.4K ﹤0.01%
528
+38
1731
$36.3K ﹤0.01%
+3,500
1732
$36.3K ﹤0.01%
2,774
+77
1733
$36K ﹤0.01%
1,217
-305
1734
$35.6K ﹤0.01%
996
-44
1735
$35.6K ﹤0.01%
551
+45
1736
$35.4K ﹤0.01%
626
+263
1737
$35.4K ﹤0.01%
1,028
+28
1738
$35.1K ﹤0.01%
3,198
+88
1739
$35K ﹤0.01%
457
+11
1740
$34.7K ﹤0.01%
500
1741
$34.5K ﹤0.01%
9,349
1742
$34.4K ﹤0.01%
129
+13
1743
$34.4K ﹤0.01%
1,700
1744
$34.3K ﹤0.01%
1,297
1745
$34.2K ﹤0.01%
2,454
+184
1746
$33.9K ﹤0.01%
7,656
+51
1747
$33.9K ﹤0.01%
2,942
1748
$33.7K ﹤0.01%
1,043
+82
1749
$33.6K ﹤0.01%
1,100
1750
$33.6K ﹤0.01%
5,004
+4
68 69
70
71 72