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
1926
$18.2K ﹤0.01%
2,875
+55
1927
$18.2K ﹤0.01%
1,580
1928
$18.1K ﹤0.01%
451
+61
1929
$18K ﹤0.01%
1,593
1930
$17.9K ﹤0.01%
1,395
-1,300
1931
$17.9K ﹤0.01%
435
+78
1932
$17.8K ﹤0.01%
626
+66
1933
$17.8K ﹤0.01%
1,511
+67
1934
$17.8K ﹤0.01%
302
+39
1935
$17.8K ﹤0.01%
1,653
+133
1936
$17.6K ﹤0.01%
1,515
1937
$17.6K ﹤0.01%
813
+53
1938
$17.5K ﹤0.01%
2,652
+117
1939
$17.5K ﹤0.01%
502
+67
1940
$17.4K ﹤0.01%
712
+28
1941
$17.4K ﹤0.01%
1,130
+53
1942
$17.2K ﹤0.01%
600
1943
$16.9K ﹤0.01%
865
+107
1944
$16.9K ﹤0.01%
+765
1945
$16.9K ﹤0.01%
2,417
+132
1946
$16.8K ﹤0.01%
1,500
1947
$16.7K ﹤0.01%
1,600
1948
$16.7K ﹤0.01%
780
+660
1949
$16.6K ﹤0.01%
525
+45
1950
$16.5K ﹤0.01%
1,806
+141
76 77
78
79 80