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
2126
$4.66K ﹤0.01%
350
+150
2127
$4.64K ﹤0.01%
106
2128
$4.64K ﹤0.01%
500
+50
2129
$4.63K ﹤0.01%
254
+37
2130
$4.53K ﹤0.01%
827
-31
2131
$4.53K ﹤0.01%
1,020
2132
$4.48K ﹤0.01%
402
+10
2133
$4.37K ﹤0.01%
29
+14
2134
$4.33K ﹤0.01%
1,240
+15
2135
$4.26K ﹤0.01%
29
-3
2136
$4.25K ﹤0.01%
1,238
2137
$4.17K ﹤0.01%
840
-18
2138
$4.1K ﹤0.01%
834
+124
2139
$4.05K ﹤0.01%
250
+2
2140
$4.04K ﹤0.01%
110
+50
2141
$4.01K ﹤0.01%
185
-5
2142
$3.97K ﹤0.01%
79
+43
2143
$3.94K ﹤0.01%
245
+128
2144
$3.93K ﹤0.01%
3,276
-23
2145
$3.92K ﹤0.01%
92
+43
2146
$3.92K ﹤0.01%
130
-36
2147
$3.9K ﹤0.01%
2,121
+330
2148
$3.79K ﹤0.01%
1,511
-5,249
2149
$3.76K ﹤0.01%
34
2150
$3.73K ﹤0.01%
80
84 85
86
87 88