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
$16M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$25.1K
2
+$17.4K
3
+$12.4K
4
ALSN icon
Allison Transmission
ALSN
+$8.53K
5
CAT icon
Caterpillar
CAT
+$7.42K

Top Sells

1
+$82.9K
2
+$57.3K
3
+$25.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$21.8K

Sector Composition

1 Technology 19.96%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.5K 0.07%
76,035
-6,810
252
$11.4K 0.07%
252,129
+92,800
253
$11.3K 0.07%
98,770
-2,065
254
$11.2K 0.07%
134,206
+5,320
255
$11.1K 0.07%
47,362
-4,800
256
$11.1K 0.07%
70,953
-3,466
257
$11K 0.07%
547,085
-20,087
258
$11K 0.07%
344,907
-87,306
259
$11K 0.07%
17,954
-1,555
260
$10.7K 0.07%
134,190
-3,300
261
$10.7K 0.07%
43,873
-5,900
262
$10.7K 0.07%
148,669
-38,275
263
$10.6K 0.07%
201,482
+56,905
264
$10.6K 0.07%
217,956
-108,761
265
$10.6K 0.07%
84,800
-2,600
266
$10.6K 0.07%
67,085
+45,330
267
$10.4K 0.07%
89,610
-38,309
268
$10.4K 0.07%
58,746
+36,315
269
$10.4K 0.07%
313,200
-27,370
270
$10.4K 0.07%
83,482
+18,202
271
$10.4K 0.06%
128,020
-62,856
272
$10.4K 0.06%
77,680
-5,535
273
$10.3K 0.06%
210,900
-32,924
274
$10.3K 0.06%
29,755
-19,870
275
$10.1K 0.06%
103,825
-8,750
9 10
11
12 13