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
451
$4.8K 0.03%
40,950
-16,425
452
$4.79K 0.03%
262,909
+46,226
453
$4.78K 0.03%
144,410
454
$4.77K 0.03%
150,972
-30,856
455
$4.76K 0.03%
144,846
-16,700
456
$4.75K 0.03%
127,550
-12,500
457
$4.71K 0.03%
39,353
458
$4.7K 0.03%
17,050
459
$4.7K 0.03%
18,630
-800
460
$4.69K 0.03%
48,780
-2,800
461
$4.69K 0.03%
31,375
-24,100
462
$4.69K 0.03%
16,350
463
$4.63K 0.03%
36,589
+11,262
464
$4.63K 0.03%
23,850
-1,600
465
$4.6K 0.03%
53,063
+1,263
466
$4.6K 0.03%
57,455
+3,300
467
$4.58K 0.03%
65,525
-43,300
468
$4.58K 0.03%
69,540
-21,530
469
$4.55K 0.03%
37,241
+1,235
470
$4.55K 0.03%
23,238
+18,600
471
$4.53K 0.03%
83,009
-10,365
472
$4.52K 0.03%
13,470
-950
473
$4.48K 0.03%
265,200
-31,231
474
$4.48K 0.03%
9,434
-700
475
$4.47K 0.03%
216,667
-1,095
17 18
19
20 21