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
2076
$7.59K ﹤0.01%
40
2077
$7.54K ﹤0.01%
342
+2
2078
$7.51K ﹤0.01%
905
+45
2079
$7.51K ﹤0.01%
325
2080
$7.48K ﹤0.01%
94
2081
$7.44K ﹤0.01%
177
2082
$7.36K ﹤0.01%
1,095
+40
2083
$7.29K ﹤0.01%
540
2084
$7.26K ﹤0.01%
328
+8
2085
$7.25K ﹤0.01%
898
+51
2086
$7.17K ﹤0.01%
226
2087
$7.17K ﹤0.01%
1,040
+20
2088
$7.04K ﹤0.01%
4,852
2089
$6.93K ﹤0.01%
78
-5
2090
$6.83K ﹤0.01%
446
-1
2091
$6.71K ﹤0.01%
493
+68
2092
$6.66K ﹤0.01%
805
2093
$6.56K ﹤0.01%
135
2094
$6.49K ﹤0.01%
2,458
-58
2095
$6.37K ﹤0.01%
230
2096
$6.25K ﹤0.01%
256
+42
2097
$6.2K ﹤0.01%
131
+13
2098
$6.18K ﹤0.01%
56
+25
2099
$6.16K ﹤0.01%
1,524
-15
2100
$6.09K ﹤0.01%
1,216
+80
82 83
84
85 86