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
1751
$33.1K ﹤0.01%
529
+24
1752
$33K ﹤0.01%
257
+21
1753
$32.7K ﹤0.01%
547
+40
1754
$32.4K ﹤0.01%
8,532
1755
$32.4K ﹤0.01%
3,231
+101
1756
$32.3K ﹤0.01%
104
1757
$32.3K ﹤0.01%
1,277
+67
1758
$32.1K ﹤0.01%
680
+74
1759
$31.9K ﹤0.01%
1,626
+46
1760
$31.9K ﹤0.01%
1,135
+550
1761
$31.7K ﹤0.01%
508
+1
1762
$31.7K ﹤0.01%
456
+28
1763
$31.3K ﹤0.01%
4,342
+142
1764
$31.2K ﹤0.01%
1,712
+137
1765
$31.1K ﹤0.01%
8,303
-153,955
1766
$31.1K ﹤0.01%
861
+436
1767
$30.8K ﹤0.01%
629
+53
1768
$30.7K ﹤0.01%
1,656
+26
1769
$30.7K ﹤0.01%
1,200
-800
1770
$30.6K ﹤0.01%
287
+19
1771
$30.2K ﹤0.01%
1,257
+37
1772
$30.1K ﹤0.01%
3,975
+45
1773
$30K ﹤0.01%
484
+17
1774
$30K ﹤0.01%
6,111
+22
1775
$29.7K ﹤0.01%
1,064
69 70
71
72 73