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
1901
$19.3K ﹤0.01%
3,196
+176
1902
$19.2K ﹤0.01%
1,616
+103
1903
$19.2K ﹤0.01%
2,390
+2,090
1904
$19.1K ﹤0.01%
1,127
1905
$19.1K ﹤0.01%
2,412
+154
1906
$19.1K ﹤0.01%
477
+27
1907
$19K ﹤0.01%
419
+295
1908
$19K ﹤0.01%
7,424
1909
$19K ﹤0.01%
525
+25
1910
$18.9K ﹤0.01%
601
-2,266
1911
$18.9K ﹤0.01%
5,729
+499
1912
$18.8K ﹤0.01%
6,975
+225
1913
$18.8K ﹤0.01%
539
1914
$18.7K ﹤0.01%
489
+44
1915
$18.7K ﹤0.01%
4,955
+585
1916
$18.7K ﹤0.01%
2,969
+127
1917
$18.7K ﹤0.01%
823
+62
1918
$18.6K ﹤0.01%
1,558
+78
1919
$18.5K ﹤0.01%
548
+21
1920
$18.4K ﹤0.01%
1,209
+69
1921
$18.4K ﹤0.01%
380
1922
$18.4K ﹤0.01%
2,437
+25
1923
$18.4K ﹤0.01%
960
1924
$18.3K ﹤0.01%
360
+37
1925
$18.2K ﹤0.01%
970
75 76
77
78 79