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
501
$4.16K 0.03%
16,974
502
$4.16K 0.03%
37,110
-7,100
503
$4.16K 0.03%
42,284
+9,215
504
$4.14K 0.03%
26,490
-3,400
505
$4.13K 0.03%
113,714
-45,594
506
$4.12K 0.03%
19,966
-16,816
507
$4.11K 0.03%
96,223
-579
508
$4.09K 0.03%
35,972
-1,600
509
$4.08K 0.03%
22,300
+22,000
510
$4.08K 0.03%
79,675
-11,200
511
$4.08K 0.03%
29,790
512
$4.07K 0.03%
55,100
-3,600
513
$4.07K 0.03%
16,200
-13,975
514
$4.07K 0.03%
126,750
+80
515
$4.04K 0.03%
63,874
-10,900
516
$4K 0.03%
32,495
-510
517
$4K 0.02%
25,093
-250
518
$3.99K 0.02%
17,872
+5,191
519
$3.99K 0.02%
27,335
+300
520
$3.96K 0.02%
167,591
-2,249
521
$3.96K 0.02%
15,649
+7,999
522
$3.95K 0.02%
42,151
523
$3.93K 0.02%
10,530
524
$3.93K 0.02%
34,780
+20,000
525
$3.93K 0.02%
52,845
19 20
21
22 23