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
426
$5.28K 0.03%
21,500
-2,000
427
$5.27K 0.03%
52,600
+40,090
428
$5.26K 0.03%
78,875
+7,865
429
$5.22K 0.03%
32,612
+7,486
430
$5.21K 0.03%
47,378
-10,425
431
$5.21K 0.03%
209,701
+67,742
432
$5.19K 0.03%
23,812
+9,075
433
$5.19K 0.03%
26,220
-1,175
434
$5.15K 0.03%
42,905
-3,000
435
$5.14K 0.03%
86,400
+29,000
436
$5.13K 0.03%
49,910
-6,200
437
$5.11K 0.03%
68,067
-16,439
438
$5.1K 0.03%
2,666
-150
439
$5.06K 0.03%
177,158
-9,281
440
$5.04K 0.03%
21,115
+2,665
441
$5.02K 0.03%
368,650
-100,000
442
$5.02K 0.03%
25,675
-2,500
443
$5.01K 0.03%
56,780
-19,100
444
$5K 0.03%
95,666
+4,415
445
$4.96K 0.03%
58,246
-2,223
446
$4.93K 0.03%
46,228
-9,800
447
$4.93K 0.03%
60,142
-20,570
448
$4.9K 0.03%
45,570
449
$4.87K 0.03%
102,731
-6,771
450
$4.84K 0.03%
98,307
+18,217
16 17
18
19 20