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
1826
$24.9K ﹤0.01%
1,003
+86
1827
$24.8K ﹤0.01%
1,196
+118
1828
$24.6K ﹤0.01%
850
+10
1829
$24.5K ﹤0.01%
1,557
-36
1830
$24.3K ﹤0.01%
346
+2
1831
$24.3K ﹤0.01%
1,329
+19
1832
$24.2K ﹤0.01%
1,172
-508
1833
$24.1K ﹤0.01%
1,806
+81
1834
$23.9K ﹤0.01%
450
1835
$23.9K ﹤0.01%
1,740
1836
$23.9K ﹤0.01%
612
+26
1837
$23.8K ﹤0.01%
1,126
+47
1838
$23.5K ﹤0.01%
4,781
1839
$23.5K ﹤0.01%
950
+50
1840
$23.5K ﹤0.01%
356
+13
1841
$23.2K ﹤0.01%
607
+45
1842
$23.1K ﹤0.01%
791
+41
1843
$23K ﹤0.01%
548
+38
1844
$23K ﹤0.01%
10,178
+69
1845
$23K ﹤0.01%
+185
1846
$22.9K ﹤0.01%
2,297
1847
$22.8K ﹤0.01%
6,640
+6,150
1848
$22.8K ﹤0.01%
2,285
+187
1849
$22.6K ﹤0.01%
1,060
+70
1850
$22.6K ﹤0.01%
2,309