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
2301
$1.38K ﹤0.01%
7
2302
$1.38K ﹤0.01%
51
+16
2303
$1.37K ﹤0.01%
62
+25
2304
$1.37K ﹤0.01%
40
+17
2305
$1.37K ﹤0.01%
232
+137
2306
$1.36K ﹤0.01%
96
+56
2307
$1.36K ﹤0.01%
54
+31
2308
$1.34K ﹤0.01%
40
-546
2309
$1.34K ﹤0.01%
52
-5
2310
$1.34K ﹤0.01%
848
+714
2311
$1.33K ﹤0.01%
94
2312
$1.32K ﹤0.01%
46
-1,020
2313
$1.32K ﹤0.01%
35
+15
2314
$1.32K ﹤0.01%
212
+162
2315
$1.31K ﹤0.01%
75
+45
2316
$1.31K ﹤0.01%
132
+23
2317
$1.3K ﹤0.01%
70
+37
2318
$1.28K ﹤0.01%
972
2319
$1.28K ﹤0.01%
21
-14
2320
$1.28K ﹤0.01%
48
+28
2321
$1.28K ﹤0.01%
+16
2322
$1.27K ﹤0.01%
78
+38
2323
$1.25K ﹤0.01%
67
+40
2324
$1.24K ﹤0.01%
+125
2325
$1.24K ﹤0.01%
23
+1
91 92
93
94 95