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
476
$4.47K 0.03%
18,664
-2,400
477
$4.46K 0.03%
7,877
-9,688
478
$4.43K 0.03%
74,854
+30,511
479
$4.42K 0.03%
27,040
-1,800
480
$4.39K 0.03%
35,800
-817
481
$4.38K 0.03%
52,850
-4,500
482
$4.35K 0.03%
64,484
-21,876
483
$4.35K 0.03%
53,902
-1,911
484
$4.34K 0.03%
67,860
-42,960
485
$4.34K 0.03%
34,933
+8,500
486
$4.32K 0.03%
60,433
-2,914
487
$4.31K 0.03%
113,825
-6,091
488
$4.3K 0.03%
113,200
489
$4.3K 0.03%
164,272
-26,530
490
$4.29K 0.03%
50,770
-1,295
491
$4.29K 0.03%
9,793
-14,663
492
$4.26K 0.03%
37,470
-2,600
493
$4.25K 0.03%
91,845
-4,385
494
$4.25K 0.03%
59,525
-6,695
495
$4.23K 0.03%
99,165
+1,620
496
$4.21K 0.03%
44,154
-770
497
$4.2K 0.03%
51,203
+47,555
498
$4.18K 0.03%
122,169
-3,471
499
$4.17K 0.03%
+158,400
500
$4.17K 0.03%
46,040
-1,800
18 19
20
21 22