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
376
$6.32K 0.04%
88,200
-400
377
$6.3K 0.04%
37,140
-9,800
378
$6.3K 0.04%
95,095
-14,900
379
$6.25K 0.04%
9,650
-1,150
380
$6.24K 0.04%
135,828
-9,584
381
$6.23K 0.04%
27,368
-3,955
382
$6.22K 0.04%
15,493
-900
383
$6.22K 0.04%
115,629
-15,070
384
$6.21K 0.04%
49,141
+15,861
385
$6.21K 0.04%
86,115
-11,483
386
$6.2K 0.04%
53,179
-11,550
387
$6.19K 0.04%
97,988
-10,230
388
$6.18K 0.04%
56,310
-23,031
389
$6.18K 0.04%
13,450
+11,090
390
$6.15K 0.04%
79,450
+74,000
391
$6.1K 0.04%
56,850
+1,052
392
$6.09K 0.04%
236,314
-14,400
393
$6.09K 0.04%
98,240
-6,520
394
$6.07K 0.04%
52,247
+20,127
395
$5.98K 0.04%
70,130
-800
396
$5.98K 0.04%
31,095
-200
397
$5.89K 0.04%
220,470
+36,320
398
$5.85K 0.04%
40,261
-18,530
399
$5.84K 0.04%
128,510
+98,380
400
$5.83K 0.04%
52,817
+2,997
14 15
16
17 18