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
2101
$6.03K ﹤0.01%
676
+16
2102
$5.91K ﹤0.01%
210
2103
$5.86K ﹤0.01%
1,356
+4
2104
$5.68K ﹤0.01%
70
2105
$5.68K ﹤0.01%
159
+8
2106
$5.67K ﹤0.01%
165
2107
$5.64K ﹤0.01%
577
+40
2108
$5.58K ﹤0.01%
+1,500
2109
$5.53K ﹤0.01%
1,075
+15
2110
$5.47K ﹤0.01%
623
-262
2111
$5.41K ﹤0.01%
1,300
-60
2112
$5.4K ﹤0.01%
23
+13
2113
$5.3K ﹤0.01%
367
+22
2114
$5.29K ﹤0.01%
134
+27
2115
$5.23K ﹤0.01%
632
+102
2116
$5.09K ﹤0.01%
760
+15
2117
$5.04K ﹤0.01%
348
+44
2118
$5.02K ﹤0.01%
3,175
-45
2119
$4.98K ﹤0.01%
1,117
+67
2120
$4.94K ﹤0.01%
1,540
+120
2121
$4.92K ﹤0.01%
940
+40
2122
$4.87K ﹤0.01%
378
+50
2123
$4.72K ﹤0.01%
354
+64
2124
$4.72K ﹤0.01%
97
+47
2125
$4.69K ﹤0.01%
389
+39
83 84
85
86 87