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
1776
$29.6K ﹤0.01%
28
1777
$29.6K ﹤0.01%
776
+61
1778
$29.4K ﹤0.01%
6,629
+139
1779
$29.3K ﹤0.01%
3,600
1780
$29.2K ﹤0.01%
443
+23
1781
$29K ﹤0.01%
+1,440
1782
$28.8K ﹤0.01%
748
+30
1783
$28.7K ﹤0.01%
702
1784
$28.5K ﹤0.01%
769
-1,243
1785
$28.5K ﹤0.01%
443
+18
1786
$28.4K ﹤0.01%
6,065
+6
1787
$28.3K ﹤0.01%
11,710
-1,110
1788
$28.3K ﹤0.01%
956
+7
1789
$28.2K ﹤0.01%
2,561
+90
1790
$28.1K ﹤0.01%
834
-786
1791
$28.1K ﹤0.01%
570
+58
1792
$27.8K ﹤0.01%
2,420
-2,011
1793
$27.8K ﹤0.01%
657
+57
1794
$27.7K ﹤0.01%
1,400
1795
$27.6K ﹤0.01%
11,332
+21
1796
$27.4K ﹤0.01%
1,357
-1,675
1797
$27.2K ﹤0.01%
1,183
+23
1798
$27.1K ﹤0.01%
400
-200
1799
$26.9K ﹤0.01%
3,845
1800
$26.8K ﹤0.01%
1,884
+184
70 71
72
73 74