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
1951
$16.4K ﹤0.01%
3,622
+269
1952
$15.9K ﹤0.01%
471
+16
1953
$15.8K ﹤0.01%
521
+39
1954
$15.6K ﹤0.01%
535
+46
1955
$15.6K ﹤0.01%
576
+36
1956
$15.5K ﹤0.01%
805
1957
$15.5K ﹤0.01%
595
-15
1958
$15.4K ﹤0.01%
493
+455
1959
$15K ﹤0.01%
383
+26
1960
$15K ﹤0.01%
446
+1
1961
$15K ﹤0.01%
277
+17
1962
$14.9K ﹤0.01%
2,752
+129
1963
$14.8K ﹤0.01%
892
1964
$14.6K ﹤0.01%
358
1965
$14.6K ﹤0.01%
565
+40
1966
$14.6K ﹤0.01%
1,178
+86
1967
$14.6K ﹤0.01%
1,315
1968
$14.6K ﹤0.01%
1,542
1969
$14.5K ﹤0.01%
2,700
+224
1970
$14.4K ﹤0.01%
644
1971
$14.2K ﹤0.01%
3,187
1972
$14.2K ﹤0.01%
220
-200
1973
$14.2K ﹤0.01%
639
+76
1974
$14.1K ﹤0.01%
1,415
+5
1975
$14K ﹤0.01%
400