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
351
$6.86K 0.04%
112,931
+17,814
352
$6.82K 0.04%
129,781
-7,875
353
$6.78K 0.04%
+279,889
354
$6.78K 0.04%
92,726
-1,577
355
$6.75K 0.04%
195,676
-6,355
356
$6.74K 0.04%
21,583
+11,599
357
$6.72K 0.04%
83,948
-2,219
358
$6.69K 0.04%
18,334
-10,183
359
$6.65K 0.04%
63,674
-2,090
360
$6.63K 0.04%
77,335
-10,360
361
$6.62K 0.04%
78,663
+16,170
362
$6.57K 0.04%
59,780
-7,300
363
$6.55K 0.04%
224,516
-32,355
364
$6.52K 0.04%
45,076
-5,722
365
$6.51K 0.04%
42,230
-2,910
366
$6.51K 0.04%
43,120
-2,900
367
$6.5K 0.04%
30,925
+9,950
368
$6.49K 0.04%
174,000
369
$6.47K 0.04%
79,015
370
$6.46K 0.04%
135,670
-6,940
371
$6.4K 0.04%
45,710
+2,190
372
$6.4K 0.04%
138,130
-4,563
373
$6.39K 0.04%
306,575
-8,186
374
$6.38K 0.04%
36,604
-1,466
375
$6.35K 0.04%
79,358
-29,646
13 14
15
16 17