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
301
$8.61K 0.05%
44,890
-605
302
$8.57K 0.05%
124,561
+2,725
303
$8.53K 0.05%
+214,659
304
$8.51K 0.05%
134,195
-26,198
305
$8.42K 0.05%
197,439
-14,930
306
$8.39K 0.05%
96,125
-245
307
$8.38K 0.05%
197,900
-13,284
308
$8.34K 0.05%
178,613
-6,264
309
$8.25K 0.05%
105,700
-2,391
310
$8.25K 0.05%
26,525
+200
311
$8.25K 0.05%
111,807
+214
312
$8.22K 0.05%
44,728
-63,287
313
$8.2K 0.05%
135,490
-989
314
$8.19K 0.05%
77,695
-10,905
315
$8.16K 0.05%
16,242
-3,034
316
$8.13K 0.05%
173,464
-4,204
317
$8.11K 0.05%
157,400
318
$8.07K 0.05%
20,480
+1,125
319
$7.98K 0.05%
69,393
-24,995
320
$7.98K 0.05%
82,941
+7,938
321
$7.93K 0.05%
70,380
-69,495
322
$7.74K 0.05%
94,000
323
$7.69K 0.05%
116,080
+1,230
324
$7.68K 0.05%
26,852
+2,745
325
$7.67K 0.05%
111,708
-7,607
11 12
13
14 15