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
2201
$2.45K ﹤0.01%
47
+26
2202
$2.45K ﹤0.01%
93
+51
2203
$2.42K ﹤0.01%
102
+55
2204
$2.39K ﹤0.01%
27
+15
2205
$2.38K ﹤0.01%
794
+143
2206
$2.38K ﹤0.01%
630
-14
2207
$2.35K ﹤0.01%
138
+21
2208
$2.33K ﹤0.01%
154
+80
2209
$2.3K ﹤0.01%
315
+187
2210
$2.29K ﹤0.01%
78
+48
2211
$2.29K ﹤0.01%
146
+76
2212
$2.26K ﹤0.01%
33
-1,784
2213
$2.26K ﹤0.01%
184
+104
2214
$2.25K ﹤0.01%
59
+34
2215
$2.25K ﹤0.01%
36
2216
$2.24K ﹤0.01%
72
+40
2217
$2.23K ﹤0.01%
194
+124
2218
$2.22K ﹤0.01%
38
+20
2219
$2.18K ﹤0.01%
+58
2220
$2.18K ﹤0.01%
124
+51
2221
$2.17K ﹤0.01%
26
2222
$2.13K ﹤0.01%
22
2223
$2.12K ﹤0.01%
66
+33
2224
$2.12K ﹤0.01%
182
+71
2225
$2.1K ﹤0.01%
35
+16
87 88
89
90 91