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
2001
$12.4K ﹤0.01%
312
+22
2002
$12.4K ﹤0.01%
1,805
+95
2003
$12.4K ﹤0.01%
478
2004
$12.3K ﹤0.01%
253
+248
2005
$12.2K ﹤0.01%
550
2006
$12.2K ﹤0.01%
346
+30
2007
$12.1K ﹤0.01%
784
+34
2008
$12.1K ﹤0.01%
635
+25
2009
$11.9K ﹤0.01%
589
2010
$11.8K ﹤0.01%
584
+26
2011
$11.8K ﹤0.01%
402
+14
2012
$11.7K ﹤0.01%
4,105
+190
2013
$11.4K ﹤0.01%
298
+21
2014
$11.4K ﹤0.01%
200
2015
$11.4K ﹤0.01%
1,136
+96
2016
$11.3K ﹤0.01%
983
+83
2017
$11.3K ﹤0.01%
122
2018
$11.3K ﹤0.01%
300
2019
$11.3K ﹤0.01%
1,518
+123
2020
$11.1K ﹤0.01%
888
+28
2021
$11K ﹤0.01%
596
-4
2022
– –
0
2023
$10.8K ﹤0.01%
686
+121
2024
$10.8K ﹤0.01%
387
+47
2025
$10.7K ﹤0.01%
85
79 80
81
82 83