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
1976
$14K ﹤0.01%
83
-850
1977
$14K ﹤0.01%
739
+92
1978
$13.9K ﹤0.01%
1,792
+32
1979
$13.9K ﹤0.01%
292
+22
1980
$13.9K ﹤0.01%
3,120
+284
1981
$13.8K ﹤0.01%
1,008
1982
$13.8K ﹤0.01%
148
+5
1983
$13.8K ﹤0.01%
2,239
-1,041
1984
$13.8K ﹤0.01%
570
1985
$13.7K ﹤0.01%
1,055
+31
1986
$13.7K ﹤0.01%
2,758
+28
1987
$13.5K ﹤0.01%
264
+20
1988
$13.5K ﹤0.01%
2,000
-26,035
1989
$13.4K ﹤0.01%
3,267
+210
1990
$13.2K ﹤0.01%
625
+55
1991
$13.1K ﹤0.01%
1,500
+125
1992
$13K ﹤0.01%
371
1993
$13K ﹤0.01%
129
1994
$13K ﹤0.01%
734
+54
1995
$12.8K ﹤0.01%
1,449
+49
1996
$12.7K ﹤0.01%
1,277
+122
1997
$12.7K ﹤0.01%
1,071
+25
1998
$12.6K ﹤0.01%
3,200
-2,010
1999
$12.5K ﹤0.01%
374
+21
2000
$12.5K ﹤0.01%
188
78 79
80
81 82