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
26
$84.1K 0.52%
1,586,802
-107,280
27
$79.3K 0.5%
676,686
+42,722
28
$77.6K 0.48%
403,772
-19,330
29
$77.4K 0.48%
1,226,784
-153,571
30
$74.9K 0.47%
307,139
-14,618
31
$72.5K 0.45%
469,238
-11,545
32
$71.4K 0.45%
1,066,493
33
$71.1K 0.44%
255,689
-86,876
34
$71K 0.44%
309,358
-47,799
35
$69.6K 0.43%
1,778,034
-238,240
36
$69.3K 0.43%
579,664
-50,627
37
$68.8K 0.43%
883,624
-142,723
38
$67.4K 0.42%
345,693
-27,176
39
$67.3K 0.42%
133,418
-13,010
40
$66.7K 0.42%
303,488
-28,569
41
$65.5K 0.41%
133,668
-24,778
42
$65.4K 0.41%
841,137
-92,530
43
$64.1K 0.4%
330,613
+24,514
44
$62.5K 0.39%
436,928
+5,299
45
$62.4K 0.39%
270,289
-16,015
46
$62.2K 0.39%
2,860,272
-366,858
47
$62.1K 0.39%
1,147,971
-107,889
48
$60.9K 0.38%
411,017
-33,911
49
$59.3K 0.37%
526,262
-15,579
50
$59.2K 0.37%
1,259,175
-204,897
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