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
2251
$1.81K ﹤0.01%
65
2252
$1.8K ﹤0.01%
100
2253
$1.79K ﹤0.01%
81
+59
2254
$1.78K ﹤0.01%
45
+33
2255
$1.78K ﹤0.01%
745
+135
2256
$1.77K ﹤0.01%
84
+48
2257
$1.77K ﹤0.01%
1,348
+148
2258
$1.75K ﹤0.01%
40
+28
2259
$1.74K ﹤0.01%
145
+109
2260
$1.74K ﹤0.01%
45
+19
2261
$1.74K ﹤0.01%
+110
2262
$1.73K ﹤0.01%
116
-589
2263
$1.72K ﹤0.01%
324
+284
2264
$1.71K ﹤0.01%
51
+26
2265
$1.71K ﹤0.01%
100
+82
2266
$1.71K ﹤0.01%
+52
2267
$1.69K ﹤0.01%
167
+110
2268
$1.69K ﹤0.01%
35
+21
2269
$1.68K ﹤0.01%
40
+20
2270
$1.66K ﹤0.01%
48
2271
$1.66K ﹤0.01%
384
+205
2272
$1.66K ﹤0.01%
+25
2273
$1.66K ﹤0.01%
127
+71
2274
$1.65K ﹤0.01%
125
+59
2275
$1.63K ﹤0.01%
51
+34
89 90
91
92 93