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
2151
$3.72K ﹤0.01%
109
+18
2152
$3.65K ﹤0.01%
16
+8
2153
$3.65K ﹤0.01%
236
+126
2154
$3.64K ﹤0.01%
620
-46
2155
$3.63K ﹤0.01%
1,387
-3,189
2156
$3.57K ﹤0.01%
100
+49
2157
$3.54K ﹤0.01%
63
+35
2158
$3.53K ﹤0.01%
14
+7
2159
$3.43K ﹤0.01%
78
+11
2160
$3.4K ﹤0.01%
135
2161
$3.31K ﹤0.01%
89
+61
2162
$3.3K ﹤0.01%
107
-59
2163
$3.29K ﹤0.01%
219
+61
2164
$3.28K ﹤0.01%
70
2165
$3.21K ﹤0.01%
367
-13
2166
$3.21K ﹤0.01%
65
+35
2167
$3.18K ﹤0.01%
176
2168
$3.17K ﹤0.01%
664
+164
2169
$3.13K ﹤0.01%
50
2170
$3.12K ﹤0.01%
702
+25
2171
$3.09K ﹤0.01%
1,027
-162
2172
$3.08K ﹤0.01%
94
+42
2173
$3.03K ﹤0.01%
960
-30
2174
$2.99K ﹤0.01%
89
+37
2175
$2.98K ﹤0.01%
82
+37
85 86
87
88 89