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
2451
$656 ﹤0.01%
15
2452
$655 ﹤0.01%
35
+5
2453
$652 ﹤0.01%
32
+17
2454
$648 ﹤0.01%
38
+15
2455
$646 ﹤0.01%
342
+100
2456
$646 ﹤0.01%
50
2457
$644 ﹤0.01%
67
-22,183
2458
$639 ﹤0.01%
43
+29
2459
$634 ﹤0.01%
+228
2460
$631 ﹤0.01%
50
2461
$630 ﹤0.01%
+247
2462
$629 ﹤0.01%
22
+8
2463
$628 ﹤0.01%
4
+1
2464
$623 ﹤0.01%
+10
2465
$622 ﹤0.01%
14
+6
2466
$618 ﹤0.01%
27
2467
$613 ﹤0.01%
9
2468
$612 ﹤0.01%
90
+15
2469
$612 ﹤0.01%
20
2470
$609 ﹤0.01%
50
2471
$607 ﹤0.01%
13
2472
$605 ﹤0.01%
26
+12
2473
$600 ﹤0.01%
300
+166
2474
$591 ﹤0.01%
43
2475
$589 ﹤0.01%
22
97 98
99
100 101