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
326
$7.63K 0.05%
47,265
-34,953
327
$7.62K 0.05%
159,960
+49,165
328
$7.57K 0.05%
16,500
-210
329
$7.51K 0.05%
64,343
-14,467
330
$7.41K 0.05%
78,873
-2,700
331
$7.39K 0.05%
432,646
-33,952
332
$7.39K 0.05%
65,640
-2,800
333
$7.37K 0.05%
61,188
-11,922
334
$7.36K 0.05%
19,900
+11,500
335
$7.25K 0.05%
173,421
-18,919
336
$7.2K 0.04%
87,934
+30,002
337
$7.18K 0.04%
61,307
-1,057
338
$7.17K 0.04%
27,989
+20,209
339
$7.15K 0.04%
95,422
-8,538
340
$7.06K 0.04%
45,750
-4,900
341
$7.06K 0.04%
133,015
-5,479
342
$7K 0.04%
70,388
-3,575
343
$6.99K 0.04%
109,135
-9,880
344
$6.95K 0.04%
150,020
-8,370
345
$6.94K 0.04%
94,326
-9,320
346
$6.93K 0.04%
24,800
+4,800
347
$6.91K 0.04%
93,018
-10,966
348
$6.91K 0.04%
33,683
-750
349
$6.87K 0.04%
90,710
-15,200
350
$6.86K 0.04%
188,681
+3,440
12 13
14
15 16