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
2351
$1.09K ﹤0.01%
122
+82
2352
$1.09K ﹤0.01%
407
+197
2353
$1.09K ﹤0.01%
13
-4
2354
$1.08K ﹤0.01%
+3
2355
$1.07K ﹤0.01%
81
+53
2356
$1.07K ﹤0.01%
150
2357
$1.06K ﹤0.01%
39
+14
2358
$1.06K ﹤0.01%
642
+132
2359
$1.06K ﹤0.01%
91
+36
2360
$1.06K ﹤0.01%
43
+23
2361
$1.05K ﹤0.01%
196
+126
2362
$1.02K ﹤0.01%
69
2363
$1.02K ﹤0.01%
94
+25
2364
$1.02K ﹤0.01%
24
2365
$1.01K ﹤0.01%
50
2366
$1.01K ﹤0.01%
25
2367
$1K ﹤0.01%
+159
2368
$1K ﹤0.01%
+28
2369
$993 ﹤0.01%
+64
2370
$993 ﹤0.01%
14
+10
2371
$976 ﹤0.01%
134
+34
2372
$961 ﹤0.01%
55
+35
2373
$953 ﹤0.01%
73
+30
2374
$952 ﹤0.01%
22
+6
2375
$947 ﹤0.01%
95
+18
93 94
95
96 97